AdvisorOS Directory
Claim Profile
KG

Karl Groth

ASCENT CAPITAL MANAGEMENT, INC.·NEWTON, New Jersey
Unclaimed Profile
908 OWASSA ROAD, NEWTON, NJ 07860CRD# 4380299Firm CRD# 131520
01

About

Karl Groth is a registered financial advisor based in NEWTON, New Jersey, affiliated with ASCENT CAPITAL MANAGEMENT, INC.. 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
ASCENT CAPITAL MANAGEMENT, INC.
ASCENT CAPITAL MANAGEMENT, INC.
AUM
$26M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at ASCENT CAPITAL MANAGEMENT, INC. →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4380299
Firm CRD# 131520
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in NEWTON?

Browse all registered financial advisors in NEWTON, New Jersey or claim this profile if it's yours.

Browse NEWTON AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Karl Groth offer?
Karl Groth specializes in Investment Management, Fee-Only Advisory. Contact their office in NEWTON, New Jersey for a consultation.
What are Karl Groth's credentials?
Karl Groth is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Karl Groth located?
Karl Groth is based in NEWTON, New Jersey, working with ASCENT CAPITAL MANAGEMENT, INC.. Their office serves clients in the NEWTON metropolitan area and surrounding communities.
How does Karl Groth charge for services?
Karl Groth'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 ASCENT CAPITAL MANAGEMENT, INC.?
ASCENT CAPITAL MANAGEMENT, INC. has approximately 2 employees and manages $26M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in NEWTON
Peggy Ann Farley — ASCENT CAPITAL MANAGEMENT, INC.David L. Johnson — ASCENT CAPITAL MANAGEMENT, INC.
Nearby cities in New Jersey
PRINCETON (218)NEWARK (200)SUMMIT (178)JERSEY CITY (156)RED BANK (136)
City Guides
PRINCETON GuideNEWARK GuideSUMMIT GuideJERSEY CITY GuideRED BANK Guide
Research
Advisor Fees in New JerseyNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile