ASCENSION FINANCIAL

ASCENSION FINANCIAL of FORT COLLINS, CO is an SEC-registered investment adviser (CRD 134033). Regulatory assets under management: $92.4M.

Registration

• CRD: 134033
• Type: Registered investment adviser
• Location: 215 WEST MAGNOLIA ST., FORT COLLINS, CO, 80521
• Phone: 970-689-6201
• Latest filing: 2026-03-24
• Regulatory AUM: $92.4M
• Discretionary AUM: $92.4M
• Clients: 4
• Accounts: 103

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 134033 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search