ASCENT WEALTH MANAGEMENT GROUP, LLC

ASCENT WEALTH MANAGEMENT GROUP, LLC of CORAL GABLES, FL is an SEC-registered investment adviser (CRD 325532). Regulatory assets under management: $39.0M.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed.

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

Officers, owners & control persons (2)

NameRoleLocation
Karkanen NicholasCHIEF COMPLIANCE OFFICER
PINA OSCARCHIEF COMPLIANCE OFFICER; PRESIDENT, MANAGING MEMBER, & CHIEF COMPLIANCE OFFICER

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