ASCEND FINANCIAL CONSULTANTS, INC.

PASADENA, California·2 registered advisors·CRD# 289183
SEC# 801-1120150626-405-0256
01

Firm Overview

AUM
$145M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: REVENUE SHARING. FINANCIAL INSTITUTION CONSULTING SERVICES
03

Specialties

Financial PlanningInvestment Management
04

Advisors at ASCEND FINANCIAL CONSULTANTS, INC.

2 registered advisors
Dianne Michele Nixon
PASADENA, California
Stephanie Ann Dewitt
PASADENA, California
05

Office Locations

PASADENA, California
2 advisors

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Data sourced from SEC Form ADV filings. ASCEND FINANCIAL CONSULTANTS, INC. (CRD# 289183) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.