Assets Under Management
$559.3M
Number of Clients
1,883
Number of Advisors
11
Average Client AUM
$297K
AUM per Advisor
$50.8M
Compensation
Fee-Only (AUM)
Ascentis Asset Management offers investment strategy and portfolio modeling services to other investment advisers, including UMA programs. They provide signaling services models to investment advisers based on parameters they set forth. Ascentis generally limits its investment advice to mutual funds, real estate funds, equities, fixed income, ETFs, and non-U.S. securities. Ascentis does not directly manage any client assets.
201 E Sandpointe Ave, Suite 460, South Coast Metro, CA, 92707