ASCENTIS INDEPENDENT ADVISORS, LLC of DALLAS, TX is an SEC-registered investment adviser (CRD 322879). Regulatory assets under management: $2.1B.
Compensation: % of AUM, Fixed, Other.
Clients served: Individuals, High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| Michael Peter Mansur | TRUSTEE | Dallas, TX |
| Daniel Robert Catone | MANAGING MEMBER | — |
| John Emile Nahas | CEO; MANAGING MEMBER | — |
| Patrick Michael Jeffs-Catone | DIRECTOR; MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| Matthew Mark Reynolds | CHIEF COMPLIANCE OFFICER | — |
| Catherine Gaynell Bailey | DIRECTOR | — |
| CATONE DANIEL ROBERT | MANAGING MEMBER | — |
| NAHAS JOHN EMILE | MANAGING MEMBER | — |
| JEFFS-CATONE PATRICK MICHAEL | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| — | regulatory | — | — | — |
Showing 15 of 33 offices.
| City | State | Employees | Phone |
|---|---|---|---|
| PARK RAPIDS | MN | 7 | 2187328861 |
| SEWICKLEY | PA | 4 | 724-719-3278 |
| GRAND RAPIDS | MN | 4 | 218-732-8861 |
| CHARLOTTE | NC | 3 | 704-965-3001 |
| BEMIDJI | MN | 3 | 2184447343 |
| SCHAUMBERG | IL | 2 | 847-787-7440 |
| TORRANCE | CA | 2 | 310-371-5833 |
| TROY | MI | 1 | 248-631-8316 |
| DEMING | NM | 1 | (575) 526-1455 |
| SAN DIEGO | CA | 1 | 8584360244 |
| ENCINITAS | CA | 1 | 7607821768 |
| NORTH BEND | WA | 1 | (425) 292-9730 |
| LEHI | UT | 1 | 801-706-5421 |
| LEHI | UT | 1 | 385-247-4455 |
| LAS CRUCES | NM | 1 | (575) 526-1455 |