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ASCENTIS INDEPENDENT ADVISORS, LLC

SEC Form ADV profile.

Total regulatory AUM
$2,094,861,769
Discretionary
$1,962,928,485
Non-discretionary
$131,933,284

Firm details

CRD number
322879
SEC file number
801-126441
Main office
DALLAS, TX, United States
Employees
43
SEC status
Approved
Fee structure
Percentage of AUM Fixed fees Other

As of October 2026.