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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 78 clients, or 78 clients per representative. That equates to $419.6K in reported AUM per client.
The profile lists 1 reported office location and 26 years in operation. The source data was last updated on March 29, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
RAND ARLEN BORRESEN MR.
Certified Financial Planner, Chief Executive Officer, Owner
- CRD
- #4426873
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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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
SMA allocation detail is available
Ascend Financial Advisers, INC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.