Company Overview
- Headquarters
- 6760 Perimeter Dr, Dublin OH
- Website
- ascendadvisory.com
- Phone
- (614) 784-6000
- Employees
- 5
- Industry
- Financial Services
Financials & Stats
Revenue
$50B
Who is Ascend Advisory Group LLC
Ascend Advisory Group LLC is a privately held wealth management company based in Dublin, Ohio. The firm employs 5 people and generates an estimated $50 million in annual revenue. Ascend Advisory Group offers a range of investment management and planning services to high-net-worth individuals and families. Their clientele includes business owners, medical professionals, landowners, professional athletes, and others seeking assistance with financial planning. Their wealth advisory services encompass retirement planning, estate planning strategies, education funding, income analysis, and executive benefits assistance. The company emphasizes providing customized solutions tailored to each client's specific financial circumstances. For inquiries or assistance, potential clients can reach out to Ascend Advisory Group directly through their website at ascendadvisory.com.
Company Leadership
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| Company Name | Revenue | Number of Employees | Location | Founded in |
|---|---|---|---|---|
| 50M | 13 | Henderson, NV | 1995 | |
| 50M | 8 | 2017 | ||
| 50M | 132 | New Berlin, WI | 1985 | |
| 50M | 12 | Stamford, CT | 2005 | |
| 50M | 342 | Washington, DC | 2014 |