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 ?
$1.06 bn
(as of 25 Apr 22)
Accounts
1,773
(as of 25 Apr 22)
Employees
12
(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
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
13F-HR
Quarterly holdings report by institutional manager
30 Jul 21
13F-HR
Quarterly holdings report by institutional manager
26 Apr 21
13F-HR
Quarterly holdings report by institutional manager
2 Feb 21
13F-HR
Quarterly holdings report by institutional manager
22 Oct 20