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 | — | — | — |