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Ascension Asset Management LLC

Headquartered in NEW YORK, NY

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Firm Information

Ascension Asset Management LLC is a New York-based investment advisor that manages approximately $200,117,860 in assets for 48 accounts. The firm provides portfolio management for individuals, as well as other advisory services, including managing accounts for foundations, charitable organizations, and trusts. The firm has 2 employees with investment advisory functions and primarily serves high-net-worth individuals, charitable organizations, and pension and profit sharing plans.

Ascension Asset Management LLC

20 EAST 69TH STREET, 4TH FLOOR

NEW YORK, NY 10021-4922

$200.12M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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foundations, charitable & trusts

Foundations, charitable & trusts

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

ASCENSION ASSET MANAGEMENT LLC has a total of 1 branch locations across the country.
location

NEW YORK, NY

Advisors at Ascension Asset Management LLC

View All 1 Advisors
Unclaimed
Daniele Marie Seitz

RA

NEW YORK, NY

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Disclosures

There are no public disclosures for Ascension Asset Management LLC.

Frequently Asked Questions (6)

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