FIRST ASCENT ASSET MANAGEMENT, LLC

DENVER, Colorado·6 registered advisors·CRD# 281470
SEC# 801-1133580720-465-7888
01

Firm Overview

AUM
$1.4B
Regulatory assets under management
Employees
12
Total firm employees
Advisors
6
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
Other
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Investment Management
04

Advisors at FIRST ASCENT ASSET MANAGEMENT, LLC

6 registered advisors
Craig K Wagener
DENVER, Colorado
Emmett Joseph Daly
DENVER, Colorado
Karen Louise Garcia
DENVER, Colorado
Richard Harold Patterson
DENVER, Colorado
Scott Andrew Mackillop
DENVER, Colorado
William Richard Fitzgerald
DENVER, Colorado
05

Office Locations

DENVER, Colorado
6 advisors

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Data sourced from SEC Form ADV filings. FIRST ASCENT ASSET MANAGEMENT, LLC (CRD# 281470) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.