ASCENDE WEALTH ADVISERS, INC.

Asset Manager

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Houston firm spins out investment unit

The new unit, Ascende Wealth Advisers Inc., led by Rob Massa, chief investment and compliance officer, will help client companies manage retirement plans. It has registered with the U.S. Securities and Exchange Commission to provide co-fiduciary investment ...

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The Business Journal
June 1, 2011
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2015 PLANADVISER Top 100: Teams

The PLANADVISER Top 100 Advisers is an annual listing of the retirement plan advisers and adviser teams that stand out in the industry in terms of a series of quantitative measures. Here are those named to the 2015 PLANADVISER Top 100 Adviser list in the ...

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planadviser.com
January 27, 2015
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Ascende Wealth Advisers Inc.

PA TOP 100 - 2014: Teams With $1.5B or More in AUA: $1.5B to $2.2B Ascende Wealth Advisers, Inc. (AWAI) and Ascende are comprised of six (6) investment advisers and consulting professionals with over 80 years of professional experience in a diverse series ...

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planadviser.com
May 29, 2015
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Jeffrey Dorfman

For additional information on Jeffrey Dorfman’s client base, please contact the advisor. When financial advisors have events in their practice that could influence their ability to advise clients, they’re required to disclose those events to regulators.

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USNews
March 27, 2013
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