ASCEND ADVISORY GROUP LLC
Legal name: ASCEND ADVISORY GROUP
CRD #120822 SEC #801-63336 COLUMBUS, OH 614-784-6000
SEC Registered
Total AUM
$192.2M
Discretionary
$192.2M
Employees
10
Clients
10
Accounts
818
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2009 | $162.8M | $138.9M | $23.9M | 5 | -- |
| Feb 2009 | $162.8M | $138.9M | $23.9M | -- | -- |
| Oct 2007 | $187.4M | $187.4M | $0 | 10 | -- |
| Aug 2007 | $192.2M | $192.2M | $0 | 10 | -- |
| Mar 2007 | $192.2M | $192.2M | $0 | 10 | -- |
| Mar 2006 | $223.4M | $123.1M | $100.3M | 10 | -- |
| Sep 2005 | $200.5M | $105M | $95.5M | 10 | -- |
| Jul 2004 | $139.5M | $47M | $92.5M | 10 | -- |
DateApr 2009
Total AUM$162.8M
Discretionary$138.9M
Non-Disc.$23.9M
Employees5
Clients--
DateFeb 2009
Total AUM$162.8M
Discretionary$138.9M
Non-Disc.$23.9M
Employees--
Clients--
DateOct 2007
Total AUM$187.4M
Discretionary$187.4M
Non-Disc.$0
Employees10
Clients--
DateAug 2007
Total AUM$192.2M
Discretionary$192.2M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$192.2M
Discretionary$192.2M
Non-Disc.$0
Employees10
Clients--
DateMar 2006
Total AUM$223.4M
Discretionary$123.1M
Non-Disc.$100.3M
Employees10
Clients--
DateSep 2005
Total AUM$200.5M
Discretionary$105M
Non-Disc.$95.5M
Employees10
Clients--
DateJul 2004
Total AUM$139.5M
Discretionary$47M
Non-Disc.$92.5M
Employees10
Clients--