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David P. Corcoran

ASCENDANT WEALTH MANAGEMENT LLC·BONITA SPRINGS, Florida
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3301 BONITA BEACH ROAD, BONITA SPRINGS, FL 34134CRD# 5423605Firm CRD# 145098
01

About

David P. Corcoran is a registered financial advisor based in BONITA SPRINGS, Florida, affiliated with ASCENDANT WEALTH MANAGEMENT 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
ASCENDANT WEALTH MANAGEMENT LLC
ASCENDANT WEALTH MANAGEMENT
AUM
$132M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at ASCENDANT WEALTH MANAGEMENT LLC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5423605
Firm CRD# 145098
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David P. Corcoran offer?
David P. Corcoran specializes in Investment Management, Fee-Only Advisory. Contact their office in BONITA SPRINGS, Florida for a consultation.
What are David P. Corcoran's credentials?
David P. Corcoran is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David P. Corcoran located?
David P. Corcoran is based in BONITA SPRINGS, Florida, working with ASCENDANT WEALTH MANAGEMENT LLC. Their office serves clients in the BONITA SPRINGS metropolitan area and surrounding communities.
How does David P. Corcoran charge for services?
David P. Corcoran'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 ASCENDANT WEALTH MANAGEMENT LLC?
ASCENDANT WEALTH MANAGEMENT LLC has approximately 3 employees and manages $132M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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