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Ascend Financial Advisers
Ascend Financial Advisers was founded in 2000. It functions as a US-registered investment adviser. The firm delivers financial planning, retirement planning,...
Overview
Ascend Financial Advisers was founded in 2000. It functions as a US-registered investment adviser. The firm delivers financial planning, retirement planning, and tax planning. It works with individuals and high-net-worth families. No additional offices or team size data are available. No recent operational events from the last 24 months are recorded. The firm operates as a standard wealth manager without disclosed hybrid structures or external fund vehicles.
General information
Firm type
Wealth Manager
Year founded
2000
Location
Region
North America
Country
United States
City
Irvine
Corporate office
Irvine, United States
Sector focus
Frequently asked questions
Who runs investment decisions at Ascend Financial Advisers?
No named principals or CIO are disclosed in available sources.
Does Ascend Financial Advisers participate in fund commitments or only direct deals?
Available information shows only advisory services to individuals and families.
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