Ascensus Investment Advisors LLC

Ascensus Investment Advisors LLC is a limited liability company that employs 16 people, two of whom serve as advisors. Though the number of clients served is unknown, the firm's SEC status is approved, with a registration date of September 27, 2002.

• ASCENSUS GROUP LLC

  100% SHAREHOLDER owns 75% or more

• GEORGE ANTHONY DUCASSE

  SENIOR VICE PRESIDENT, RELATIONSHIP MANAGEMENT owns less than 5%

• KEVIN DOUGLAS COX

  PRESIDENT/CHIEF EXECUTIVE OFFICER owns less than 5%

• MARGARET BRENNAN CREONTE

  SENIOR VICE PRESIDENT - BUSINESS DEVELOPMENT owns less than 5%

• MICHAEL ROBERT FOLMER

  TREASURER AND VICE PRESIDENT, TAX & FINANCE owns less than 5%

• ROBERT BARRY KAPLAN

  CHIEF COMPLIANCE OFFICER owns less than 5%

• SANDRA IRENE MADDEN

  GENERAL COUNSEL/SENIOR VICE-PRESIDENT/SECRETARY owns less than 5%

• THOMAS LOWE

  VICE PRESIDENT, INVESTMENT MANAGEMENT owns less than 5%

• JAY CANDELMO

  SENIOR VICE PRESIDENT, RELATIONSHIP MANAGEMENT owns less than 5%

• AQGEN ASCENSUS, INC.

  100% SHAREHOLDER owns 75% or more

• AQGEN ISLAND HOLDINGS, INC.

  100% SHAREHOLDER owns 75% or more

• AQGEN ISLAND INTERMEDIATE HOLDINGS I, INC.

  100% SHAREHOLDER owns 75% or more

• AQGEN ISLAND INTERMEDIATE HOLDINGS II, INC.

  100% SHAREHOLDER owns 75% or more

• AQGEN ISLAND INTERMEDIATE HOLDINGS III, INC.

  100% SHAREHOLDER owns 75% or more

• ASCENSUS HOLDINGS, INC.

  100% SHAREHOLDER owns 75% or more

• Adviser Investments LLC
• Jonathan D POND LLC
• Grove Street Advisors LLC
• Capital Advisors Group Inc
• Proficio Capital Partners LLC
• Financial Planning Solutions LLC
• Redwood Investments LLC
• Excalibur Management Corp
• Castanea Partners Inc
• Empirical Asset Management LLC