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Kory Kenneth Swekla

ASCENSION WEALTH PARTNERS, LLC·PLEASANT HILL, California
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391 TAYLOR BOULEVARD, PLEASANT HILL, CA 94523CRD# 4518467Firm CRD# 146451
01

About

Kory Kenneth Swekla is a registered financial advisor based in PLEASANT HILL, California, affiliated with ASCENSION WEALTH PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
ASCENSION WEALTH PARTNERS, LLC
ASCENSION WEALTH PARTNERS, LLC
AUM
$117M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at ASCENSION WEALTH PARTNERS, LLC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4518467
Firm CRD# 146451
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kory Kenneth Swekla offer?
Kory Kenneth Swekla specializes in Investment Management, Fee-Only Advisory. Contact their office in PLEASANT HILL, California for a consultation.
What are Kory Kenneth Swekla's credentials?
Kory Kenneth Swekla is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kory Kenneth Swekla located?
Kory Kenneth Swekla is based in PLEASANT HILL, California, working with ASCENSION WEALTH PARTNERS, LLC. Their office serves clients in the PLEASANT HILL metropolitan area and surrounding communities.
How does Kory Kenneth Swekla charge for services?
Kory Kenneth Swekla's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ASCENSION WEALTH PARTNERS, LLC?
ASCENSION WEALTH PARTNERS, LLC has approximately 2 employees and manages $117M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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