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ASCENDANT FINANCIAL SOLUTIONS, INC.
ASCENDANT FINANCIAL SOLUTIONS, INC.
FLAGSTAFF, Arizona
·
3 registered advisors
·
CRD# 116771
SEC# 801-67175
2
928-774-9598
01
Firm Overview
AUM
$295M
Regulatory assets under management
Employees
10
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Subscription fees
Other: FIXED FEES ARE ONLY CHARGED FOR FINANCIAL PLANNING ARRANGEMENTS.
03
Specialties
Financial Planning
Investment Management
04
Advisors at ASCENDANT FINANCIAL SOLUTIONS, INC.
3 registered advisors
Blake Alexander Thibault
FLAGSTAFF, Arizona
CRD# 3195827
Francis Michael Heffernan
FLAGSTAFF, Arizona
CRD# 4487333
James Douglass Hoyt
FLAGSTAFF, Arizona
CRD# 2264252
05
Office Locations
FLAGSTAFF, Arizona
3 advisors
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Data sourced from SEC Form ADV filings. ASCENDANT FINANCIAL SOLUTIONS, INC. (CRD# 116771) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.