Headquartered in Dublin, Ohio, Ascend Advisory is a leading financial advisory with $2.2B assets under management, starting with $27M in 2001 (as of 12/11/24). Ascend is rooted in service, with a commitment to diligence & integrity. A ratio of 2x support staff to financial advisors ensures we’re rigorous with proactively serving the needs of our clients. The culture remains steadfast and true to the mission of helping clients ask the right questions and understanding the nuances of their options. Ascend works to ensure the mission for each client’s dollar is achieved.
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Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.
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Company Details
- Employees
- 23
- Founded
- -
- Address
- 6767 Longshore St.,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- https://www.ascendadvisory.com/
- HQ
- Columbus, OH
Ascend Advisory Group Questions
Ascend Advisory Group's website is https://www.ascendadvisory.com/
Ascend Advisory Group's LinkedIn profile is https://www.linkedin.com/company/ascend-advisory-group
Ascend Advisory Group has
23 employees.
View email and phone details for 23
employees at Ascend Advisory Group.
Ascend Advisory Group's industry is
Financial Services
Ascend Advisory Group's top competitors are
Gotham Asset Management, Llc,
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Ascend Advisory Group's categories are Financial Services
Ascend Advisory Group's founding year is 2001
