Ascend Financial Advisers, Inc.

Ascend Financial Advisers, Inc. (CRD# 113273) is a financial advisory firm headquartered in Irvine, CA. They manage $23,557,500 in 103 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
100 Pacifica, Suite 370, Irvine, CA 92618
http://www.ascendfinancial.org
By the Numbers
  • Total Assets Under Management
    24
    MILLION
  • Total Number of Accounts
    103
    ACCOUNTS
  • Average Account Value
    $228,714
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
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 Borresen, financial advisor Irvine CA
Rand A. Borresen
CRD#: 4426873
100 Pacifica, Suite 370, Irvine, CA 92618

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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