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ASCENSION FINANCIAL
RLK-PLG INVESTMENT MANAGEMENT, LLC
CRD 134033
215 WEST MAGNOLIA ST., SUITE 200, FORT COLLINS, CO, 80521, United States
Phone
970-689-6201
Fax
970-484-2117
Registration
— (—)
Source
State registered
Total AUM
$92.4M
Discretionary AUM
$92.4M
Team
4 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 72 | $15.1M |
| High net worth individuals | 25 | $72.8M |
| Corporations/business entities | 6 | $4.5M |
All web addresses on file
Official SEC filing: View on IAPD