David Monge is a registered investment advisor at Ascent Systematic Advisors LLC, based in New York, NY, with 4 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 8 clients with $3.1M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ascent Systematic Advisors offers portfolio management services with fees calculated monthly based on the value of your account. The annual rate is 2% of the account's net asset value. Ascent also charges an incentive fee of 20% of the gross return above the high water mark for certain clients. A minimum account size of $250,000 is required.
Location
535 Fifth Avenue, Floor 4, New York, NY, 10036
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Ascent Systematic Advisors LLC
State Registrations1 state
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