| Name | Title | Ownership | Since |
|---|---|---|---|
| Blake Alexander Thibault Control | Director | Under 5% | 2023 |
| Francis Michael Heffernan Control | Director | Under 5% | 2024 |
| Heffernan Insurance Brokers Control | Shareholder | Over 75% | 2023 |
Ascendant Financial Solutions, Inc. reports $315.9 million in regulatory assets under management on its Form ADV.
Ascendant Financial Solutions, Inc. reports 11 employees.
Ascendant Financial Solutions, Inc. is based in Flagstaff, AZ and has been SEC-registered since 2006.
Ascendant Financial Solutions, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 809 W. Riordan, Suite 104, Flagstaff, AZ 86001 |
| Phone | 928-774-9598 |
| Fax | 928-774-1203 |
| Office hours | 7:00 a.m. To 4:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 1536230 |
| Discloses disciplinary history | No |
| Discretionary | $315.9M |
| Non-discretionary | $0 |
| Total (RAUM) | $315.9M |