Ascend Advisory Group

Headquartered in Dublin, Ohio, Ascend Advisory is a leading financial advisory with $2.2B assets under management, starting with $27M in 2001 (as of 12/11/24). Ascend is rooted in service, with a commitment to diligence & integrity. A ratio of 2x support staff to financial advisors ensures we’re rigorous with proactively serving the needs of our clients. The culture remains steadfast and true to the mission of helping clients ask the right questions and understanding the nuances of their options. Ascend works to ensure the mission for each client’s dollar is achieved. This information is intended for use only by residents of AL, AR, AZ, CA, CO, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV only. Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social

网站

https://www.ascendadvisory.com/

Ascend Advisory Group的外部链接

所属行业

金融服务

规模

11-50 人

总部

Columbus，OH

类型

私人持股

创立

2001

领域

investment management、financial planning和investments