First Ascent Asset Management, LLC

We are the only asset management firm on the planet to charge a low flat fee for our portfolio management services, regardless of account size.

  • Stage Full Product Ready
  • Industry Financial Services
  • Location Denver, CO, US
  • Currency USD
  • Founded August 2015
  • Employees 9
  • Incorporation Type LLC
  • Website firstascentam.com

Company Summary

We serve the growing market for outsourced investment management services among financial advisors.

First Ascent uses technology, a disruptive pricing strategy, a unique approach to portfolio management and a laser focus on putting its clients' best interests first to differentiate itself from its competitors.

The concepts underlying First Ascent's business model have already been embraced by the financial press and by its target market.

Team

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