ASCENT WEALTH MANAGEMENT GROUP, LLC
CRD #325532 SEC #801-127763 CORAL GABLES, FL 305-444-7317
SEC Registered
Total AUM
$0
Discretionary
$0
Employees
1
Clients
0
Accounts
0
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2023 | $22.5M | $22.5M | $0 | 1 | 0 |
| Jul 2023 | $22.5M | $22.5M | $0 | 1 | 0 |
| May 2023 | $0 | $0 | $0 | 1 | 0 |
| Mar 2023 | $0 | $0 | $0 | 1 | 0 |
DateAug 2023
Total AUM$22.5M
Discretionary$22.5M
Non-Disc.$0
Employees1
Clients0
DateJul 2023
Total AUM$22.5M
Discretionary$22.5M
Non-Disc.$0
Employees1
Clients0
DateMay 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateMar 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0