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Ascent Advisors

EST. AUM
$110,775,600

CONTACTS
2

CLIENT ACCOUNTS
725

Firm Details

Metro area Minneapolis
CRD Number 335353
Website ascentmn.com
Client types

Overview

Ascent Advisors is a Minnesota-based Registered Investment Adviser (RIA) established in August 2025. The firm provides a wide array of fiduciary services, including discretionary portfolio management, financial planning, and pension consulting for 401(k) plans. A primary specialty of the firm is advising on tax-efficient real estate strategies, specifically Delaware Statutory Trusts (DST) and 1031 Exchanges for accredited investors. Their investment philosophy emphasizes a consultative approach, leveraging mutual funds, ETFs, fixed income, and private placements to meet long-term client objectives.

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Investment Preferences

Alternative Activity

Address

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

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