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Philip Mortimer

TreasurerAscendant Financial Solutions, Inc.CRD 8053569

About Philip Mortimer

Philip Mortimer is listed as Treasurer at Ascendant Financial Solutions, Inc. in Flagstaff, AZ. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of Ascendant Financial Solutions, Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Philip Mortimer work?

Philip Mortimer is listed as Treasurer at Ascendant Financial Solutions, Inc. on SEC Form ADV.

How much of Ascendant Financial Solutions, Inc. does Philip Mortimer own?

Form ADV reports a beneficial ownership band of Under 5%.

Ascendant Financial Solutions, Inc.

TitleTreasurer
OwnershipUnder 5%
Control personYes
Since2024