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Stephanie Ann Dewitt

ASCEND FINANCIAL CONSULTANTS, INC.·PASADENA, California
Unclaimed Profile
790 E COLORADO BLVD, PASADENA, CA 91101CRD# 723803Firm CRD# 289183
01

About

Stephanie Ann Dewitt is a registered financial advisor based in PASADENA, California, affiliated with ASCEND FINANCIAL CONSULTANTS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
ASCEND FINANCIAL CONSULTANTS, INC.
ASCEND FINANCIAL CONSULTANTS, INC.
AUM
$145M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at ASCEND FINANCIAL CONSULTANTS, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: REVENUE SHARING. FINANCIAL INSTITUTION CONSULTING SERVICES
Regulatory
SEC/IARD CRD# 723803
Firm CRD# 289183
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Stephanie Ann Dewitt offer?
Stephanie Ann Dewitt specializes in Financial Planning, Investment Management. Contact their office in PASADENA, California for a consultation.
What are Stephanie Ann Dewitt's credentials?
Stephanie Ann Dewitt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephanie Ann Dewitt located?
Stephanie Ann Dewitt is based in PASADENA, California, working with ASCEND FINANCIAL CONSULTANTS, INC.. Their office serves clients in the PASADENA metropolitan area and surrounding communities.
How does Stephanie Ann Dewitt charge for services?
Stephanie Ann Dewitt's firm is compensated through percentage of aum, hourly charges, subscription fees, other: revenue sharing. financial institution consulting services. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ASCEND FINANCIAL CONSULTANTS, INC.?
ASCEND FINANCIAL CONSULTANTS, INC. has approximately 2 employees and manages $145M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ASCEND FINANCIAL CONSULTANTS, INC.

Dianne Michele Nixon
PASADENA, CA

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