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ASCENT RETIREMENT ADVISORS
ASCENT RETIREMENT ADVISORS, LLC
CRD 325385
475 W MAIN ST, SUITE 300, BOISE, ID, 83702, United States
Phone
(208) 342-0029
Fax
N/A
Registration
— (—)
Source
State registered
Total AUM
$43.9M
Discretionary AUM
$43.9M
Team
2 total employees; 1 advisory reps; 28 broker-dealer reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2025-03-13
Disciplinary history
No
Services
Portfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 73 | $17.3M |
| High net worth individuals | 12 | $10.7M |
| State/municipal entities | 3 | $12.1M |
| Corporations/business entities | 3 | $3.9M |
All web addresses on file
Official SEC filing: View on IAPD