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ASCENSUS INVESTMENT ADVISORS, LLC
CRD 120632 · SEC 801-61492
95 WELLS AVENUE, SUITE 160, NEWTON, MA, 02459, United States
Phone
617-454-6400
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$12.97B
Discretionary AUM
$0
Team
48 total employees; 2 advisory reps; 10 broker-dealer reps
Clients
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Fees
Percentage of AUM; PERCENTAGE OF PROGRAM MANAGEMENT FEE AND PERCENTAGE OF AUA
Org form
Limited Liability Company
Filing date
2026-01-29
Disciplinary history
No
Services
Portfolio management (pooled vehicles)PORTFOLIO MGMT/OVERSIGHT INCL REVIEW OF ALLOCATIONS & SELECTION OF UNDERLYING SECURITIES FOR QUAL TUITION 529/529A & SFRP PLANS
Client types
| Type | Clients | AUM |
|---|---|---|
| State/municipal entities | 27 | $12.97B |
States served
AR, DE, DC, IL, IN, MA, NV, NM, NY, RI
Official SEC filing: View on IAPD