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Ascent Wealth Partners

EST. AUM
$1,518,044,632

CONTACTS
8

CLIENT ACCOUNTS
2,359

Firm Details

Metro area New York City
CRD Number 158898
Website ascentwealthpartners.com
Client types

Overview

Their investment strategies are rooted in common sense, conservatism, and pro-active management. Clients will benefit from years of experience and perspective. Their needs, expectations and goals for the future don’t fit into a template; they are as individual as the client is. That’s why they build plans with a custom approach. They do this every day, with every client.

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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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