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ASCEND FINANCIAL ADVISERS, INC
CRD 113273
100 PACIFICA, SUITE 370, IRVINE, CA, 92618, United States
Phone
949-450-1234
Fax
949-688-5819
Registration
— (—)
Source
State registered
Total AUM
$32.7M
Discretionary AUM
$32.7M
Team
1 total employees; 1 advisory reps; 35 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-03-29
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 38 | $25.0M |
| High net worth individuals | 5 | $7.7M |
All web addresses on file
Official SEC filing: View on IAPD