ASCEND INVESTMENT MANAGEMENT, LLC

ASCEND INVESTMENT MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 307989). Regulatory assets under management: $3.1M.

Registration

• CRD: 307989
• Type: Registered investment adviser
• Phone: 801-598-6957
• Latest filing: 2026-08-05
• Regulatory AUM: $3.1M
• Discretionary AUM: $3.1M
• Clients: 3
• Accounts: 47

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Charities, Corporations.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 307989 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search