ASCEND FINANCIAL CONSULTANTS, INC.
CRD #289183 SEC #801-112015 PASADENA, CA 626-405-0256
SEC Registered
Total AUM
$144.7M
Discretionary
$132.6M
Employees
2
Clients
0
Accounts
387
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2022 | $144.7M | $132.6M | $12.1M | 2 | 0 |
| Mar 2022 | $144.7M | $132.6M | $12.1M | 2 | 0 |
| Feb 2022 | $144.7M | $132.6M | $12.1M | 2 | 0 |
| Apr 2021 | $120.2M | $108.7M | $11.5M | 2 | 0 |
| Mar 2021 | $120.2M | $108.7M | $11.5M | 2 | 0 |
| Mar 2021 | $120.2M | $108.7M | $11.5M | 2 | 0 |
| Jan 2021 | $115.5M | $104.8M | $10.7M | 2 | 0 |
| Nov 2020 | $115.5M | $104.8M | $10.7M | 2 | 0 |
| Jun 2020 | $115.5M | $104.8M | $10.7M | 2 | 0 |
| Apr 2020 | $115.5M | $104.8M | $10.7M | 2 | 0 |
| Mar 2020 | $115.5M | $104.8M | $10.7M | 2 | 0 |
| Mar 2020 | $115.5M | $104.8M | $10.7M | 2 | 0 |
| Feb 2020 | $115.5M | $104.8M | $10.7M | 2 | 0 |
| Dec 2019 | $97.2M | $97.2M | $0 | 2 | 0 |
| Mar 2019 | $97.2M | $97.2M | $0 | 2 | 0 |
| Sep 2018 | $97.2M | $97.2M | $0 | 3 | 0 |
| Jul 2018 | $91M | $91M | $0 | 3 | 0 |
| Mar 2018 | $90.6M | $90.6M | $0 | 3 | 0 |
| Oct 2017 | $0 | $0 | $0 | 4 | 0 |
DateApr 2022
Total AUM$144.7M
Discretionary$132.6M
Non-Disc.$12.1M
Employees2
Clients0
DateMar 2022
Total AUM$144.7M
Discretionary$132.6M
Non-Disc.$12.1M
Employees2
Clients0
DateFeb 2022
Total AUM$144.7M
Discretionary$132.6M
Non-Disc.$12.1M
Employees2
Clients0
DateApr 2021
Total AUM$120.2M
Discretionary$108.7M
Non-Disc.$11.5M
Employees2
Clients0
DateMar 2021
Total AUM$120.2M
Discretionary$108.7M
Non-Disc.$11.5M
Employees2
Clients0
DateMar 2021
Total AUM$120.2M
Discretionary$108.7M
Non-Disc.$11.5M
Employees2
Clients0
DateJan 2021
Total AUM$115.5M
Discretionary$104.8M
Non-Disc.$10.7M
Employees2
Clients0
DateNov 2020
Total AUM$115.5M
Discretionary$104.8M
Non-Disc.$10.7M
Employees2
Clients0
DateJun 2020
Total AUM$115.5M
Discretionary$104.8M
Non-Disc.$10.7M
Employees2
Clients0
DateApr 2020
Total AUM$115.5M
Discretionary$104.8M
Non-Disc.$10.7M
Employees2
Clients0
DateMar 2020
Total AUM$115.5M
Discretionary$104.8M
Non-Disc.$10.7M
Employees2
Clients0
DateMar 2020
Total AUM$115.5M
Discretionary$104.8M
Non-Disc.$10.7M
Employees2
Clients0
DateFeb 2020
Total AUM$115.5M
Discretionary$104.8M
Non-Disc.$10.7M
Employees2
Clients0
DateDec 2019
Total AUM$97.2M
Discretionary$97.2M
Non-Disc.$0
Employees2
Clients0
DateMar 2019
Total AUM$97.2M
Discretionary$97.2M
Non-Disc.$0
Employees2
Clients0
DateSep 2018
Total AUM$97.2M
Discretionary$97.2M
Non-Disc.$0
Employees3
Clients0
DateJul 2018
Total AUM$91M
Discretionary$91M
Non-Disc.$0
Employees3
Clients0
DateMar 2018
Total AUM$90.6M
Discretionary$90.6M
Non-Disc.$0
Employees3
Clients0
DateOct 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0