Ascend Advisory Group
Finance · Ohio, United States · 11-50 Employees
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Overview
Headquarters
6760 Perimeter Dr, Dublin, Ohio, 43016, ...Phone Number
(614) 784-6000Website
www.ascendadvisory.comRevenue
<$5 MillionIndustry
ZI Rank: 2
Signal Type
Dec
Jan
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May
ZI Rank
2
1
1
2
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2
About Ascend Advisory Group
Ascend Advisory Group specializes in personalized investment and retirement planning, leveraging state-of-the-art technology to offer a comprehensive range of wealth management services. Their commitment to client success is underscored by a high staff-to-advisor ratio, ensuring rigorous support for client needs. The firm has garnered recognition as one of the Forbes Best-in-State Wealth Management Teams for 2024, reflecting its dedication to excellence in financial advisory. Located in Dublin, Ohio, Ascend Advisory Group aims to help clients define their financial goals and secure their futures.Explore more
Ascend Advisory Group Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
11-50
Private
-
2008
LH
Leslie HornbackSenior Wealth Strategist & Director, Retirement Plan Services
Company Profile Activity
Activity Insights
Ascend Advisory Group is experiencing very low activity levels compared to other companies in the Finance sector.
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Ascend Advisory Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Ascend Advisory Group.
Ascend Advisory Group financials insights
Gather financial insights about Ascend Advisory Group, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2020
Debt
$150K
Ascend Advisory Group Tech Stack
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Frequently Asked Questions Regarding Ascend Advisory Group
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Ascend Advisory Group specializes in personalized investment and retirement planning, leveraging state-of-the-art technology to offer a comprehensive range of wealth management services. Their commitment to client success is underscored by a high staff-to-advisor ratio, ensuring rigorous support for client needs. The firm has garnered recognition a... Read More
