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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-10-2000
- Office Locations
- 1
Office Locations
About Ascend Financial Advisers, INC
Ascend Financial Advisers is an Irvine, CA advisory firm providing proactive, personalized financial planning and investment management for individuals, families, and small businesses. The firm takes a holistic approach across retirement and estate planning and tax coordination, with ongoing portfolio monitoring. Portfolios are ETF-forward, and the team emphasizes combined legal and financial expertise; custody includes Charles Schwab.
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Owner & Executives
RAND ARLEN BORRESEN MR.
Certified Financial Planner, Chief Executive Officer, Owner
- CRD
- #4426873
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $32,726,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $32,726,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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