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
Ascend Financial Advisers, Inc.
By the Numbers
-
Total Assets Under Management24MILLION
-
Total Number of Accounts103ACCOUNTS
-
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Ascend Financial Advisers, Inc.
1
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.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.