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ASCENSION WEALTH ADVISORS

SRF FINANCIAL, LLC

CRD 281580

Visit website

506 ROSWELL STREET, SE, STE. 310, MARIETTA, GA, 30060, United States

Phone

770-801-9500

Fax

770-801-9400

Registration

— (—)

Source

State registered

Total AUM

Discretionary AUM

Team

3 total employees; 2 advisory reps; 74 broker-dealer reps

Clients

51-100

Fees

Hourly charges; PORTION OF FEES CHARGED BY THIRD PARTY INVESTMENT ADVISERS

Org form

Limited Liability Company

Filing date

2026-01-21

Disciplinary history

No

Services

Financial planningSelection of other advisers

Client types

TypeClientsAUM
Individuals4$0
High net worth individuals70$0

All web addresses on file

Official SEC filing: View on IAPD