Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Lawrence Armendarez is a registered Investment Advisor Representative with Ascendant Capital Management. Charles is a Chartered Financial Analyst. Charles is a 10% owner of One Source Capital Group, a commercial loan financing business. Ascendant Capital Management is based in Brea, CA and has 120 clients with approximately $50.27 million in assets under management. They primarily serve high-net-worth individuals, corporations, and other businesses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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CA
12/21/2019 - Present
Ascendant Capital Management (BREA CA)
Active
Inactive
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