RIA Intelligence

ASCENTIS ASSET MANAGEMENT, LLC

CRD #318126 SEC #801-123264 DALLAS, TX 866-273-1563
SEC Registered
Total AUM
$559.3M
Discretionary
$559.3M
Employees
9
Clients
--
Accounts
3,654

AUM Over Time

DateSep 2025
Total AUM$559.3M
Discretionary$559.3M
Non-Disc.$0
Employees9
Clients0
DateAug 2025
Total AUM$559.3M
Discretionary$559.3M
Non-Disc.$0
Employees9
Clients0
DateMar 2025
Total AUM$559.3M
Discretionary$559.3M
Non-Disc.$0
Employees6
Clients0
DateJul 2024
Total AUM$515M
Discretionary$515M
Non-Disc.$0
Employees6
Clients0
DateMar 2024
Total AUM$515M
Discretionary$515M
Non-Disc.$0
Employees6
Clients0
DateAug 2023
Total AUM$362.6M
Discretionary$362.6M
Non-Disc.$0
Employees10
Clients2
DateFeb 2023
Total AUM$362.6M
Discretionary$362.6M
Non-Disc.$0
Employees10
Clients2
DateJan 2022
Total AUM$342.3M
Discretionary$342.3M
Non-Disc.$0
Employees10
Clients2