Ascent

Finance · Oregon, United States · 1-10 Employees

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Overview

Headquarters

395 SW Bluff Dr Ste 200, Bend, Oregon, 9...

Phone Number

(541) 382-4847

Revenue

<$5 Million

Industry

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

About Ascent

Ascent Capital is an independent financial advisory firm based in Bend, Oregon, providing trusted financial planning and investment services since 2001. Their team of Certified Financial Planner professionals specializes in a range of services including retirement planning, estate planning, tax planning, and investment management. Ascent is committed to understanding their clients' aspirations and offers personalized, holistic financial guidance while adhering to fiduciary standards. They prioritize transparency and integrity, ensuring that their clients' interests are always at the forefront of their services.Explore more
Ascent's Social MediaPopular SearchesAscentAscent Capital Management LLCAscent CapitalAscent Capital ManagementCapital Management LLCSIC Code 62,628NAICS Code 52,523Show more

Ascent Org Chart

PhoneEmail
RK
United States flag for contact location.

Senior Client Services Associate

PhoneEmail
KM
United States flag for contact location.

Advisor and CFP

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Ascent

<$5M
1-10
Private
-
2001
RK
Riley KelleySenior Client Services Associate
$8.6M
11-50
Private
-
2010
MG
Michael GoodwinFounding Partner
<$5M
1-10
Private
-
1986
TA
Tammy AllemandDirector, Operations
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
<$5M
1-10
Private
-
2018
N/A
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Ascent Tech Stack

A closer look at the technologies used by Ascent

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Frequently Asked Questions Regarding Ascent

What is Ascent's official website?
Ascent's official website is www.ascentbend.com
What is Ascent's Revenue?
Ascent's revenue is <$5 Million
What is Ascent's SIC code?
Ascent's SIC: 62,628
What is Ascent's NAICS code?
Ascent's NAICS: 52,523
How many employees does Ascent have?
Ascent has 1-10 employees
What industry does Ascent belong to?
Ascent is in the industry of: Finance, Securities Trading
What is Ascent competition?
Ascent top competitors include: Wealth Advisory Services, Safe Landing Financial, Sterling Total Wealth Solutions, Covenant Wealth Advisors
What technology does Ascent use?
Some of the popular technologies that Ascent uses are: WordPress.org, PHP, Google Font API, Microsoft 365
How do I contact Ascent?
Ascent contact info: Phone number: (541) 382-4847 Website: www.ascentbend.com
What does Ascent do?

Ascent Capital is an independent financial advisory firm based in Bend, Oregon, providing trusted financial planning and investment services since 2001. Their team of Certified Financial Planner professionals specializes in a range of services including retirement planning, estate planning, tax planning, and investment management. Ascent is committ... ed to understanding their clients' aspirations and offers personalized, holistic financial guidance while adhering to fiduciary standards. They prioritize transparency and integrity, ensuring that their clients' interests are always at the forefront of their services.Read More

What are Ascent social media links?
Ascent Linkedin page
Is Ascent a public company?
Ascent is private company therefore does not currently have an official ticker symbol
See more information about Ascent

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