THE ASCENT GROUP, LLC

THE ASCENT GROUP, LLC of VIRGINIA BEACH, VA is an SEC-registered investment adviser (CRD 314424). Regulatory assets under management: $4.8B.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.

Officers, owners & control persons (18)

NameRoleLocation
Jeffrey Michael SilvermanMANAGING PARTNER
Michael John MossPRESIDENT OF WEALTH SERVICES
Lyndsay Rachel KimCHIEF COMPLIANCE OFFICER
Holly KnightPRESIDENT OF RETIREMENT PLAN SERVICES; RETIREMENT PLAN SERVICES PRACTICE LEADER
Jennifer Ann BuresCHIEF OPERATING OFFICER
Christian MangoPRESIDENT OF RETIREMENT PLAN SERVICES
WALSH JOHN PATRICKMANAGING PARTNER,BOARD MEMBER
WALSH ROBERT BRIANPARTNER
SILVERMAN GARY MICHAELCHAIRMAN OF THE BOARD; MANAGING PARTNER
BURES JENNIFER ANNVICE PRESIDENT
MOSS MICHAEL JOHNCHIEF COMPLIANCE OFFICER; MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER & BOARD MEMBER
CRAFT JUSTIN RANDALLMANAGING PARTNER, BOARD MEMBER
BATZEL MARK STEPHENPARTNER, BOARD MEMBER
STOCKMEIER DAVID WAYNEPARTNER
STANLEY CRAIG MATTHEWPARTNER
NICHOLSON KEVIN PATRICKPARTNER
HOHMAN TINA MARIEVICE PRESIDENT
MANGO CHRISTIANVICE PRESIDENT

Branch offices (12)

CityStateEmployeesPhone
WAYNEPA6610-688-4447
WAYNEPA6610-688-4447
LANDSDALEPA1(610) 688-4447
HADDONFIELDNJ1609-332-8602
LANDSDALEPA1215-699-6993
HILTON HEADSC1(757) 499-8300
1(571) 247-2152
LANDSDALEPA1(610) 688-4447
HADDONFIELDNJ1609-332-8602
HILTON HEADSC1(757) 499-8300
LANDSDALEPA1215-699-6993
1(571) 247-2152

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