Ascende Wealth Advisers, Inc. is a large advisory firm based in Houston. It manages $3.62 billion of regulatory assets for 65 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of California, Florida, Georgia, and 10 other states.
Ascende Wealth Advisers provides portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars and workshops, and asset allocation for small defined benefit plans into mutual funds and etf.. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Ascende Wealth Advisers, Inc. is $3.62 billion. The firm's AUM has grown by 103% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Ascende Wealth Advisers, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Ascende Wealth Advisers, Inc. performs its advisory services is located at 2700 Post Oak Boulevard, Houston, TX 77056, which is also the mailing address of the firm. An additional office of the firm is in Gainsville, FL. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 713-629-9666 or by fax 713-629-8666. The normal business hours are 8 am to 5 pm on Monday - Friday. You can find more information about the New York firm at ascende.com.