ASCEND FINANCIAL

ASCEND FINANCIAL is an SEC-registered investment adviser (CRD 325357). Regulatory assets under management: $3.2M.

Registration

• CRD: 325357
• Type: Registered investment adviser
• Phone: 781-214-0820
• Latest filing: 2026-03-17
• Regulatory AUM: $3.2M
• Discretionary AUM: $3.2M
• Clients: 1
• Accounts: 26

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 325357 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search