Ascend Planning and Consulting Email Formats
Financial Services • 
Annandale, Virginia, United States • 11-20 Employees
Ascend Planning and Consulting Email Formats
Ascend Planning and Consulting uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@ascendplanning.com), used 69.2% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@ascendplanning.com | 69.2% |
{first name}{last name} | johndoe@ascendplanning.com | 30.8% |
Key Contact at Ascend Planning and Consulting
Mark Swartz
President & CEO
Company overview
| Headquarters | 3141 Fairview Park Dr, Falls Church, Virginia 22042, US |
| Phone number | +146757251 |
| Website | |
| NAICS | 52 |
| SIC | 874 |
| Employees | 11-20 |
| Socials |
About Ascend Planning and Consulting
From its inception, Ascend Planning & Consulting, LLC’s mission has been to help our clients navigate through the constantly changing, complex financial world. Our Professionals strive to provide you with resources and education paired with the highest level of personal service, while meticulously focusing on the details of your planning. Duly registered representatives offer securities through Equitable Advisors, LLC (NY, NY), member SIPC, a broker-dealer(Equitable Financial Advisors in MI & TN)/Equitable Advisors, LLC, an SEC-registered investment advisor. Duly licensed agents offer annuities and insurance through Equitable Network, LLC; Equitable Network Insurance Agency of California, LLC in CA; Equitable Network Insurance Agency of Utah, LLC in UT; Equitable Network of Puerto Rico, Inc. in PR. EOE M/F/D/V.Retirement Benefits Group is a specialized division of Equitable Advisors. Ascend Planning and consulting is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network. Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. Important Information & Disclosures: http://bit.ly/2f98X9d AGE- 6491381.1(3/24)(Exp.3/26)
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Ascend Planning and Consulting has 6 employees across 4 departments.
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Number of employees
Funding Data
Ascend Planning and Consulting has never raised funding before.
Ascend Planning and Consulting Tech Stack
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