Ascent Wealth Partners LLC
Legal Name: ASCENT WEALTH PARTNERS, LLC
Full Contact Details
Ascent Wealth Partners LLC
89 GENESEE STREET, NEW HARTFORD, NY
315-624-7300
315-624-7305
Other Info
Ascent Wealth Partners LLC, a NY Limited Liability Company, consists of 12 employees, with 9 serving in advisory roles. While the firm's client base remains unknown, its SEC registration status was last reported as Approved with a registration date of Aug 24, 2011.
Ascent Wealth Partners – Clients First…Always
(315) 624-7300 / Email Us Home Investing Planning 401(k) Knowledge Team Brad Kowalczyk Mark Moshier Scott McCartney Doug Bissonette Neil Edmonds Joe Summa Nancy Kowalczyk Chris Lai Tim Welchons Steve Basile Connie Benson My Account Fidelity Login Contact Us Form-CRS Home Investing Planning 401(k) Kn…
Direct Owners
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BRADLEY MICHAEL KOWALCZYK
MANAGING MEMBER owns more than 25% but less than 50%
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MARTIN EDWARD MOSHIER
MANAGING MEMBER owns more than 25% but less than 50%
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NANCY LAMB KOWALCZYK
CHIEF COMPLIANCE OFFICER owns less than 5%
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SCOTT CLYDE MCCARTNEY
MANAGING MEMBER owns more than 25% but less than 50%