ASCEND FINANCIAL ADVISERS, INC

ASCEND FINANCIAL ADVISERS, INC of IRVINE, CA is an SEC-registered investment adviser (CRD 113273). Regulatory assets under management: $32.7M.

Registration

• CRD: 113273
• Type: Registered investment adviser
• Location: 100 PACIFICA, IRVINE, CA, 92618
• Phone: 949-450-1234
• Latest filing: 2026-03-29
• Regulatory AUM: $32.7M
• Discretionary AUM: $32.7M
• Clients: 1
• Accounts: 103

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 113273 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search