A
$940.0K Total AUM
$940.0K Disc. AUM
-- 3Y CAGR
1 Employees
16 ADV. Clients
2 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-22-2023
- Office Locations
- 1
Office Locations
16B Journey STE 110 Aliso Viejo CA
About Asymmetric Advisors
Asymmetric Advisors is a Aliso Viejo-based RIA. The firm has been operating for 2 years. Managing $940.0K in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$940.0K AVG AUM / ADVISOR
$58.8K AVG AUM / CLIENT
2.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
Available
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Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
B
Brendan Cummins
Financial Advisor, President
- CRD
- #7703108
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $940,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $940,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Cash:
Available Derivatives:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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