Home
›
Firms
›
THE ASCENT GROUP, LLC
THE ASCENT GROUP, LLC
VIRGINIA BEACH, Virginia
·
8 registered advisors
·
CRD# 314424
SEC# 801-121182
6
757-499-8300
01
Firm Overview
AUM
$2.9B
Regulatory assets under management
Employees
23
Total firm employees
Advisors
8
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at THE ASCENT GROUP, LLC
8 registered advisors
Brian Patrick Walsh
VIRGINIA BEACH, Virginia
CRD# 1432309
Brian Walsh
VIRGINIA BEACH, Virginia
CRD# 6267410
Craig Matthew Stanley
VIRGINIA BEACH, Virginia
CRD# 5325378
David Wayne Stockmeier
VIRGINIA BEACH, Virginia
CRD# 2206260
Jeffrey Michael Silverman
VIRGINIA BEACH, Virginia
CRD# 2044821
Justin Randall Craft
VIRGINIA BEACH, Virginia
CRD# 3079112
Kevin Patrick Nicholson
VIRGINIA BEACH, Virginia
CRD# 1562200
Mark Stephen Batzel
VIRGINIA BEACH, Virginia
CRD# 1911220
05
Office Locations
VIRGINIA BEACH, Virginia
8 advisors
Research financial advisors
Browse all registered financial advisors or search by location and specialty.
Browse All Advisors
Data sourced from SEC Form ADV filings. THE ASCENT GROUP, LLC (CRD# 314424) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.