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ASCENDANT CAPITAL MANAGEMENT
CRD 215513
6 CENTERPOINTE DR. SUITE 700, LA PALMA, CA, 90623, United States
Phone
714-501-7628
Fax
714-501-7628
Registration
— (—)
Source
State registered
Total AUM
$66.8M
Discretionary AUM
$65.6M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; 401K AND PROFIT SHARING CONSULTING FEES
Org form
Corporation
Filing date
2026-03-26
Disciplinary history
No
Services
Portfolio management (individuals)Pension consultingSelection of other advisersFINANCIAL CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 91 | $22.3M |
| High net worth individuals | 21 | $41.7M |
| Corporations/business entities | 12 | $2.7M |
All web addresses on file
Official SEC filing: View on IAPD