RIA Intel›Advisers›Ohio›MM ASCEND LIFE INVESTOR SERVICES, LLC

MM ASCEND LIFE INVESTOR SERVICES, LLC

Advisory

CINCINNATI, OH

Data as of Mar 31, 2026 · Source: SEC Form ADV

AUM change, 1 year

+78.9%

96th percentile in OH

AUM CAGR, 3 year

-32.9%

compound annual growth

Filing history

18

filings since 2008

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM

—

1-Year AUM Growth

+78.9%

3-Year CAGR

-32.9%

Employees

12

Assets Under Management

Total AUM—

Discretionary AUM—

Non-Discretionary AUM—

Discretionary %100%

Total Clients—

Team

Total Employees12

Investment Advisers0

Employee Growth (1Y)—

Filing History

Total Filings on Record18

First FilingFeb 28, 2008

Latest FilingMar 31, 2026

Full AUM trend chart and 18 historical filings spanning 18+ years

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Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InOH

Succession Risk

Moderate risk

Composite band across five pillars

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

60th percentile

Composite rank among OH advisers

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

The full client-type breakdown and the share of AUM each category represents.

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