First Ascent Asset Management LLC
Legal Name: FIRST ASCENT ASSET MANAGEMENT, LLC
Full Contact Details
First Ascent Asset Management LLC
1512 LARIMER ST., SUITE 1050, DENVER, CO
720-465-7888
303-547-1530
Other Info
First Ascent Asset Management LLC, a Delaware based Limited Liability Company, is an SEC-approved investment advisory firm with 8 employees, including 3 advisory roles, which was registered on June 1, 2018. Although the number of clients served by the firm remains unknown, its legal status remains satisfactory as per the SEC.
Client Focused Portfolios - First Ascent Asset Management
Client focused investment management firm working with financial advisors in Denver, CO. Lifetime portfolios, low fees, client education.
Direct Owners
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CRAIG K WAGENER
MEMBER CLASS B owns more than 10% but less than 25%
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EMMETT JOSEPH DALY
MEMBER CLASS B owns more than 10% but less than 25%
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KAREN LOUISE GARCIA
CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER/MEMBER CLASS B owns more than 5% but less than 10%
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PATRICK JAMES KRULIK
CHIEF INVESTMENT OFFICER/MEMBER CLASS B owns less than 5%
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RICHARD HAROLD PATTERSON
MEMBER CLASS B owns more than 5% but less than 10%
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SCOTT ANDREW MACKILLOP
CHIEF EXECUTIVE OFFICER/MEMBER CLASS A/B owns more than 25% but less than 50%
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WILLIAM RICHARD FITZGERALD
MEMBER CLASS B owns more than 5% but less than 10%
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