Ascentis Asset Management, LLC

Dallas, TX
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Tech stack

No one at Ascentis Asset Management, LLC has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
LPL Financial
Per Form ADV · $280M held · filed Jul 2024
Raymond James
Per Form ADV · $200M held · filed Jul 2024
Schwab
Per Form ADV · $19M held · filed Jul 2024