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ASCENT WEALTH PARTNERS, LLC
ASCENT WEALTH PARTNERS, LLC
NEW HARTFORD, New York
·
4 registered advisors
·
CRD# 158898
SEC# 801-72693
2
315-624-7300
01
Firm Overview
AUM
$1.1B
Regulatory assets under management
Employees
13
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at ASCENT WEALTH PARTNERS, LLC
4 registered advisors
Bradley Michael Kowalczyk
NEW HARTFORD, New York
CRD# 3121573
Martin E. Moshier
NEW HARTFORD, New York
CRD# 4342998
Nancy Lamb Kowalczyk
NEW HARTFORD, New York
CRD# 5358209
Scott Clyde Mccartney
NEW HARTFORD, New York
CRD# 4938320
05
Office Locations
NEW HARTFORD, New York
4 advisors
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Data sourced from SEC Form ADV filings. ASCENT WEALTH PARTNERS, LLC (CRD# 158898) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.