Ascend Financial Advisers, Inc.

Ascend Financial Advisers, Inc. (CRD# 113273) is a financial advisory firm headquartered in Irvine, CA. They manage $22,322,000 in 120 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    22
    MILLION
  • Total Number of Accounts
    120
    ACCOUNTS
  • Average Account Value
    $186,017
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Ascend Financial Advisers, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Rand A. Borresen
CRD#: 4426873
8001 Irvine Center Drive, Suite 890, Irvine, CA 92618
90
Wealthminder
score

Rand Borresen (CRD# 4426873) is an Investment Advisor Representative working at Ascend Financial Advisers, Inc. in Irvine, CA and has 1 year of experience in the finance industry. Rand Borresen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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