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ASCENT ADVISORS
ASCENT ADVISORS LLC
CRD 335353 · SEC 801-134543
1600 MADISON AVENUE, SUITE 103, MANKATO, MN, 56001, United States
Phone
952-444-3100
Fax
507-540-8498
Registration
Registered (APPROVED-120)
Source
SEC registered
Total AUM
$101.0M
Discretionary AUM
$101.0M
Team
9 total employees; 8 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-01
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingDST CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 201 | $81.0M |
| High net worth individuals | 29 | $17.9M |
| Pension/profit sharing plans | 5 | $2.1M |
States served
CA, IL, MN, NE, WI, WA, TX, FL
All web addresses on file
- https://www.facebook.com/ascentfinancial/
- https://www.linkedin.com/in/ascent-advisors-31b183149/
- https://www.youtube.com/channel/UCCPI8Kki0lgJPKRQbFT2pQA
- https://www.instagram.com/ascentadvisorsmn/
- https://open.spotify.com/show/1XdQTmEFfzTQ6DmwYGkdPz?si=b35d7a8696824306&nd=1&dlsi=e2900d81c90f4d08
- https://ascentmn.com
Official SEC filing: View on IAPD