ASCENT RETIREMENT ADVISORS

ASCENT RETIREMENT ADVISORS of BOISE, ID is an SEC-registered investment adviser (CRD 325385). Regulatory assets under management: $43.9M.

Registration

• CRD: 325385
• Type: Registered investment adviser
• Location: 475 W MAIN ST, BOISE, ID, 83702
• Phone: (208) 342-0029
• Latest filing: 2025-03-13
• Regulatory AUM: $43.9M
• Discretionary AUM: $43.9M
• Clients: 2
• Accounts: 171

Business model

Compensation: % of AUM.

Clients served: High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 325385 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search