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FIRM PROFILE
Overview
ASCENDIANT SECURITIES, LLC is located at 110 Front Street, Suite 300, Jupiter, FL 33477 and was first established at Florida, Nevada in 08/19/2003. After operating for 22 years, ASCENDIANT SECURITIES, LLC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of ASCENDIANT SECURITIES, LLC’s clients are individuals and 0% of their clients are high net worth individuals. ASCENDIANT SECURITIES, LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at ASCENDIANT SECURITIES, LLC are registered to handle securities or provide financial advice. The firm has 2 disclosures, 0 being regulatory events, 2 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access ASCENDIANT SECURITIES, LLC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at ASCENDIANT SECURITIES, LLC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
Where the Statistical Data for ASCENDIANT SECURITIES, LLC Comes From
Understanding the Statistics for ASCENDIANT SECURITIES, LLC and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
110 Front Street, Suite 300, Jupiter, FL 33477
4 Park Plaza, Suite 1950, Irvine, CA 92614
Small
(561) 427-7788
Nevada since 08/19/2003
Limited Liability Company
December
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
The Importance of Understanding a Firm’s Role when Evaluating an Advisor
How Do I Determine Which Firm to Work With?
Advisor's working at ASCENDIANT SECURITIES, LLC
Brian Mcdonald Megenity
Michael Owen Brown
Bradley John Wilhite
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