Ascent Wealth Partners is an investment advisor in New Hartford with $1.06 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
452910003
SEC advisor number
801-72693
FINRA CRD number
158898
AUM ?
$1.11 bn
(as of 12 Mar 24)
Accounts
2,096
(as of 12 Mar 24)
Employees
13
(10 investment advisory or research)
Address
Ascent Wealth Partners
122 BUSINESS PARK DRIVE
SUITE 5
UTICA
NY 13502
122 BUSINESS PARK DRIVE
SUITE 5
UTICA
NY 13502
Phone
315-624-7300
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
22 Jan 24
13F-HR
Quarterly holdings report by institutional manager
20 Oct 23
13F-HR
Quarterly holdings report by institutional manager
4 Aug 23
13F-HR
Quarterly holdings report by institutional manager
25 Apr 23
13F-HR
Quarterly holdings report by institutional manager
2 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
10 Aug 22
13F-HR
Quarterly holdings report by institutional manager
2 May 22
13F-HR
Quarterly holdings report by institutional manager
27 Jan 22
13F-HR
Quarterly holdings report by institutional manager
1 Nov 21