FIRST ASCENT ASSET MANAGEMENT, LLC

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First Ascent Asset Management is based out of Denver. First Ascent Asset Management is a large advisory firm with 1501 clients and discretionary assets under management (AUM) of $226,418,052 (Form ADV from 2019-11-13). Their last reported 13F filing for Q4 2019 included $162,907,000 in managed 13F securities and a top 10 holdings concentration of 87.07%. First Ascent Asset Management's largest holding is Vanguard Total Stock Market ETF with shares held of 207,839. Whalewisdom has at least 1 13F filings

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12/31/2019

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12/31/2019

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FIRST ASCENT ASSET MANAGEMENT, LLC
1512 LARIMER ST. SUITE 1050
DENVER CO    80202
Country: United States

Business Phone: 720-465-7888
Fax: 303-547-1530
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: DE
Number of employees: 8
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees
Amount of client funds and securities:
Total Number of Clients: 1501
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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