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Ascend Investment Partners

EST. AUM
$661,412,755

CONTACTS
6

CLIENT ACCOUNTS
2,122

Firm Details

Metro area Salt Lake City
CRD Number 307667
Website ascendinvestment.com
Client types

Overview

The company provides investment management, retirement planning, and coordinates with other professionals, such as estate attorneys and tax specialists, to assist clients in managing various aspects of their financial planning.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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