Ascent Investment Adviors, LLC is an investment adviser to an investment company based in Greenwood Village. It manages $400 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of Colorado and New York.
Ascent Investment Adviors provides portfolio management for investment companies and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Ascent Investment Adviors, LLC is $400 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 399900% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Ascent Investment Adviors, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Myron David Winkler has been acting as President since 1 Dec 2007. Douglas Guy Temple joined the executive team most recently as the Chief Compliance Officer.
The principal office where Ascent Investment Adviors, LLC performs its advisory services is located at 5690 Dtc Boulevard, Greenwood Village, CO 80111, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 303-220-3863 or by fax 303-221-9005. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday.