Charles Armendarez, financial advisor Brea CA

Charles Armendarez

CRD Number: 4370372
Current Firm: Ascendant Capital Management

Charles Armendarez (CRD# 4370372) is an Investment Advisor Representative working at Ascendant Capital Management in Brea, CA and has 1 year of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Ascendant Capital Management, LLC Brea, CA Dec 2019 - Current 4
One Source Capital Group 4669 Golden Foothill Parkway, CA Oct 2017 - Nov 2019 2
Canyon Holdings (self-employed) Laguna Beach, CA Jan 2012 - Oct 2017 5

Charles Armendarez has no recent exams reported.
Contact Info for Charles L. Armendarez
Phone Number: 714-501-7628
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    50
    MILLIONS
  • Total Number of Accounts
    120
    ACCOUNTS
  • Average Account Value
    $418,949
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA

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