FIRST ASCENT ASSET MANAGEMENT, LLC
CRD #281470 SEC #801-113358 DENVER, CO 720-465-7888
SEC Registered
Total AUM
$1.4B
Discretionary
$1.1B
Employees
12
Clients
--
Accounts
4,897
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2023 | $1.4B | $1.1B | $252.4M | 12 | 0 |
| Mar 2023 | $1.4B | $1.1B | $252.4M | 12 | 0 |
| Aug 2022 | $1.4B | $957.3M | $444.4M | 9 | 0 |
| Mar 2022 | $1.4B | $957.3M | $444.4M | 9 | 0 |
| Dec 2021 | $935M | $518.9M | $416.1M | 8 | 0 |
| Sep 2021 | $935M | $518.9M | $416.1M | 8 | 0 |
| Jun 2021 | $935M | $518.9M | $416.1M | 8 | 0 |
| Feb 2021 | $935M | $518.9M | $416.1M | 8 | 0 |
| Jun 2020 | $390.4M | $245.7M | $144.6M | 8 | 0 |
| Feb 2020 | $390.4M | $245.7M | $144.6M | 8 | 0 |
| Nov 2019 | $362.9M | $226.4M | $136.5M | 8 | 0 |
| Oct 2019 | $152.1M | $107.6M | $44.5M | 8 | 0 |
| Jul 2019 | $152.1M | $107.6M | $44.5M | 8 | 0 |
| Jul 2019 | $152.1M | $107.6M | $44.5M | 8 | 0 |
| Mar 2019 | $152.1M | $107.6M | $44.5M | 8 | 0 |
| Jan 2019 | $100.2M | $67.5M | $32.7M | 7 | 0 |
| Jul 2018 | $100.2M | $67.5M | $32.7M | 7 | 0 |
| May 2018 | $100.2M | $67.5M | $32.7M | 7 | 0 |
DateApr 2023
Total AUM$1.4B
Discretionary$1.1B
Non-Disc.$252.4M
Employees12
Clients0
DateMar 2023
Total AUM$1.4B
Discretionary$1.1B
Non-Disc.$252.4M
Employees12
Clients0
DateAug 2022
Total AUM$1.4B
Discretionary$957.3M
Non-Disc.$444.4M
Employees9
Clients0
DateMar 2022
Total AUM$1.4B
Discretionary$957.3M
Non-Disc.$444.4M
Employees9
Clients0
DateDec 2021
Total AUM$935M
Discretionary$518.9M
Non-Disc.$416.1M
Employees8
Clients0
DateSep 2021
Total AUM$935M
Discretionary$518.9M
Non-Disc.$416.1M
Employees8
Clients0
DateJun 2021
Total AUM$935M
Discretionary$518.9M
Non-Disc.$416.1M
Employees8
Clients0
DateFeb 2021
Total AUM$935M
Discretionary$518.9M
Non-Disc.$416.1M
Employees8
Clients0
DateJun 2020
Total AUM$390.4M
Discretionary$245.7M
Non-Disc.$144.6M
Employees8
Clients0
DateFeb 2020
Total AUM$390.4M
Discretionary$245.7M
Non-Disc.$144.6M
Employees8
Clients0
DateNov 2019
Total AUM$362.9M
Discretionary$226.4M
Non-Disc.$136.5M
Employees8
Clients0
DateOct 2019
Total AUM$152.1M
Discretionary$107.6M
Non-Disc.$44.5M
Employees8
Clients0
DateJul 2019
Total AUM$152.1M
Discretionary$107.6M
Non-Disc.$44.5M
Employees8
Clients0
DateJul 2019
Total AUM$152.1M
Discretionary$107.6M
Non-Disc.$44.5M
Employees8
Clients0
DateMar 2019
Total AUM$152.1M
Discretionary$107.6M
Non-Disc.$44.5M
Employees8
Clients0
DateJan 2019
Total AUM$100.2M
Discretionary$67.5M
Non-Disc.$32.7M
Employees7
Clients0
DateJul 2018
Total AUM$100.2M
Discretionary$67.5M
Non-Disc.$32.7M
Employees7
Clients0
DateMay 2018
Total AUM$100.2M
Discretionary$67.5M
Non-Disc.$32.7M
Employees7
Clients0