Company Information

Get to know Ascendant Wealth Management Group

Ascendant Wealth Management Group is an independent, fee-only Registered Investment Advisor (RIA) that acts as a fiduciary for its clients. The firm specializes in providing integrated wealth management services, which include personalized financial planning, disciplined investment management, and retirement planning. They serve individuals, families, and business owners, focusing on creating customized strategies based on an evidence-based and academically-rooted investment philosophy to help clients achieve their long-term financial goals.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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Ascendant Wealth Management Group

United States

Founded in

1987 (39 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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Security Information

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.