Ascent Financial Management

Finance · Maryland, United States · 1-10 Employees

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Overview

Headquarters

3206 Tower Oaks Blvd Ste 480, Rockville,...

Phone Number

(301) 230-7019

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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1
1
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1

About Ascent Financial Management

Ascent Financial Management provides comprehensive financial advisory services to individuals, families, and small business owners. They focus on a holistic approach to financial planning, integrating investments, insurance, tax strategies, and legal documentation. The firm guides clients through various stages of financial planning, ensuring a smooth transition to retirement. Their tailored plans address unique client needs, helping them navigate both expected and unforeseen financial conditions.Explore more
Popular SearchesAscent Financial ManagementSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Ascent Financial Manageme...

<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
PM
Paul McNultyFinancial Advisor
<$5M
1-10
Private
-
2009
KG
Kelly GolnerDirector, Marketing
<$5M
1-10
Private
-
2006
SY
Shveta YadavAdministrative Assistant
<$5M
1-10
Private
-
2017
Lisa Barram, President at Retirement Prosperity Group
Lisa BarramPresident
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
1989
MG
Michael GreenPresident & Chief Investment Officer
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Ascent Financial Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Ascent Financial Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Ascent Financial Management.

Ascent Financial Management Tech Stack

A closer look at the technologies used by Ascent Financial Management

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Frequently Asked Questions Regarding Ascent Financial Management

What is Ascent Financial Management's official website?
Ascent Financial Management's official website is www.ascentfm.com
What is Ascent Financial Management's Revenue?
Ascent Financial Management's revenue is <$5 Million
What is Ascent Financial Management's SIC code?
Ascent Financial Management's SIC: 62,628
What is Ascent Financial Management's NAICS code?
Ascent Financial Management's NAICS: 52,523
How many employees does Ascent Financial Management have?
Ascent Financial Management has 1-10 employees
What industry does Ascent Financial Management belong to?
Ascent Financial Management is in the industry of: Finance, Securities Trading
What is Ascent Financial Management competition?
Ascent Financial Management top competitors include: Boston Metro Advisor, VISTA Wealth Strategies, Money Wise, BACK9 Retirement Solutions
What technology does Ascent Financial Management use?
Some of the popular technologies that Ascent Financial Management uses are: WordPress.org, PHP, Google Font API, Microsoft 365
How do I contact Ascent Financial Management?
Ascent Financial Management contact info: Phone number: (301) 230-7019 Website: www.ascentfm.com
What does Ascent Financial Management do?

Ascent Financial Management provides comprehensive financial advisory services to individuals, families, and small business owners. They focus on a holistic approach to financial planning, integrating investments, insurance, tax strategies, and legal documentation. The firm guides clients through various stages of financial planning, ensuring a smo... oth transition to retirement. Their tailored plans address unique client needs, helping them navigate both expected and unforeseen financial conditions.Read More

Is Ascent Financial Management a public company?
Ascent Financial Management is private company therefore does not currently have an official ticker symbol
See more information about Ascent Financial Management

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