Ducenta Squared Asset Management

Ducenta Squared Asset Management (CRD# 308920) is a financial advisory firm headquartered in Los Angeles, CA. They manage $3,569,965,846 in 472 accounts and serve the financial needs of clients across 23 states (or territories).

Current Firm Details
555 W. 5th Street, Suite 3700, Los Angeles, CA 90013-1082
https://www.linkedin.com/company/65547701/admin/
By the Numbers
  • Total Assets Under Management
    3,570
    MILLION
  • Total Number of Accounts
    472
    ACCOUNTS
  • Average Account Value
    $7,563,487
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, CA, CO, CT, DC, FL, GA, IL, LA, MA, MD, MI, MO, NC, NJ, NY, OH, PA, PR, SC, TX, VA, VI

Financial Advisors at Ducenta Squared Asset Management
Showing 1 - 7 of 7 top financial advisors.
1
Jeffrey Brothers, financial advisor Los Angeles CA
Jeffrey E. Brothers
CRD#: 1391795
555 W. 5th Street, Suite 3700, Los Angeles, CA 90013

Jeffrey Brothers (CRD# 1391795) is an Investment Advisor Representative working at Ducenta Squared Asset Management in Los Angeles, CA and has 1 year of experience in the finance industry.

2
John Heitkemper, financial advisor Los Angeles CA
John M. Heitkemper
CRD#: 3101817
555 W. 5th Street, Suite 3700, Los Angeles, CA 90013

John Heitkemper (CRD# 3101817) is an Investment Advisor Representative working at Ducenta Squared Asset Management in Los Angeles, CA and has over 25 years of experience in the finance industry.

3
Mark Kavolius, financial advisor Los Angeles CA
Mark S. Kavolius
CRD#: 2365132
555 W. 5th Street, Suite 3700, Los Angeles, CA 90013

Mark Kavolius (CRD# 2365132) is an Investment Advisor Representative working at Ducenta Squared Asset Management in Los Angeles, CA and has over 28 years of experience in the finance industry.

4
Michael Sanchez, financial advisor Los Angeles CA
Michael G. Sanchez
CRD#: 2553219
555 W. 5th Street, Suite 3700, Los Angeles, CA 90013

Michael Sanchez (CRD# 2553219) is an Investment Advisor Representative working at Ducenta Squared Asset Management in Los Angeles, CA and has over 26 years of experience in the finance industry.

5
Joel Damiani, financial advisor Los Angeles CA
Joel A. Damiani
CRD#: 5775454
555 W. 5th Street, Suite 3700, Los Angeles, CA 90013

Joel Damiani (CRD# 5775454) is an Investment Advisor Representative working at Ducenta Squared Asset Management in Los Angeles, CA and has 1 year of experience in the finance industry.

6
Brian Kim, financial advisor Los Angeles CA
Brian Y. Kim
CRD#: 3054508
555 W. 5th Street, Suite 3700, Los Angeles, CA 90013

Brian Kim (CRD# 3054508) is an Investment Advisor Representative working at Ducenta Squared Asset Management in Los Angeles, CA and has over 25 years of experience in the finance industry.

7
Timothy Torline, financial advisor Los Angeles CA
Timothy P. Torline
CRD#: 5280946
555 W. 5th Street, Suite 3700, Los Angeles, CA 90013

Timothy Torline (CRD# 5280946) is an Investment Advisor Representative working at Ducenta Squared Asset Management in Los Angeles, CA and has over 16 years 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals