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Ascent Capital Partners

EST. AUM
$172,002,374

CONTACTS
2

CLIENT ACCOUNTS
163

Firm Details

Metro area Phoenix
CRD Number 291218
Website myascent.net
Client types

Overview

Ascent Capital Partners is a multi-family office headquartered in Scottsdale, Arizona, with offices in Dallas and Southlake, Texas. The firm provides bespoke financial advisory and investment solutions to ultra-high-net-worth families with global assets. Ascent specializes in holistic wealth management, offering services across investment management, tax and business planning, philanthropic advisory, and family office operations. The firm is co-founded by Mark Pomeroy and Jon Loeffler, both of whom lead the firm's multigenerational wealth and private investment strategies.

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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