First Ascent Asset Management is now a part of GeoWealth. First Ascent Asset Management was acquired by GeoWealth in March 2023. Together, we now offer independent-minded advisors an even greater breadth of investment solutions via a modern tech platform built for RIAs. Check it out at: geowealth.com
View Top Employees from First Ascent Asset Management| Website | http://www.firstascentam.com |
| Revenue | $33 million |
| Funding | $1.5 million |
| Employees | 13 (13 on RocketReach) |
| Founded | 2015 |
| Address | 1401 Lawrence St Suite 1600, Denver, Colorado 80219, US |
| Phone | (720) 465-7888 |
| Technologies |
JavaScript,
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| Industry | Investment Management, Finance, Financial Services, Finance General, Wealth Management, Financial Strategist, Strategist, Managed Account, Investment, Investment Manager, Portfolio, Portfolio Manager, Portfolio Management, Third Party Manager, Separate Account Manager |
| Web Rank | 12 Million |
| Keywords | First Asset Management, 3rd Party/Fee Managed Assets?, Third Party Asset Managers And Funds |
| SIC | SIC Code 628 Companies, SIC Code 62 Companies |
| NAICS | NAICS Code 52 Companies, NAICS Code 523 Companies, NAICS Code 5239 Companies, NAICS Code 52393 Companies |
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First Ascent Asset Management Questions
The First Ascent Asset Management annual revenue was $33 million in 2024.
Patrick Krulik is the Chief Investment Officer of First Ascent Asset Management.
13 people are employed at First Ascent Asset Management.
First Ascent Asset Management is based in Denver, Colorado.
The NAICS codes for First Ascent Asset Management are [52, 523, 5239, 52393].
The SIC codes for First Ascent Asset Management are [628, 62].
Top First Ascent Asset Management Employees
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21
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ViewScott Mackillop
Chief Executive Officer at First Ascent Asset Management
Lakewood, Colorado, United States25+ -
32
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24
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41
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