ASCENT WEALTH MANAGEMENT GROUP, LLC of CORAL GABLES, FL is an SEC-registered investment adviser (CRD 325532). Regulatory assets under management: $40.0M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Karkanen Nicholas | CHIEF COMPLIANCE OFFICER | — |
| PINA OSCAR | CHIEF COMPLIANCE OFFICER; PRESIDENT, MANAGING MEMBER, & CHIEF COMPLIANCE OFFICER | — |