Julian Korber
Julian Korber is a registered investment advisor at Ascentis Independent Advisors, LLC, based in Denver, CO, with 24 years of industry experience. Julian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 2,208 clients with $1.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ascentis Independent Advisors offers asset management and comprehensive portfolio management services. The maximum annual fee for these services is 2.00% of the value of your account, deducted quarterly in advance. Fees are negotiable. Ascentis may invest client assets in models created by affiliates, who could be compensated.
Location
100 Fillmore St, Ste 500, Denver, CO, 80206
Get directionsHistory
Regulatory History (2)
Criminal
April 1996Criminal
July 1992Other Business ActivitiesSells Insurance
Julian is a Managing Director at Org Partners LLC, running an independent RIA, Cirque Financial Group, dedicating about a quarter of his time. He also works as an agent selling fixed/traditional insurance, spending a few hours per week, and processes broker dealer investments with PKS Broker Dealer for minimal time per month. Additionally, Julian is a board member for the Colorado Photographic Arts Center, a non-profit, spending a few hours per week.
Employment History
Current Registrations
Ascentis Independent Advisors, LLC
Previous Registrations
Org Partners
Purshe Kaplan Sterling InvestmentsBroker
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Wedbush Morgan Securities INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.