CA
Charles L. Armendarez
ASCENDANT CAPITAL MANAGEMENT
Brea, CA 92821
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CRD#: 4370372
CA
Professional summary
Charles Lawrence Armendarez is a registered financial advisor currently at ASCENDANT CAPITAL MANAGEMENT located in Brea, California.
Charles is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Charles has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Name: One Source Capital Group, which is not an investment-related business; Address: 4669 Golden Foothill Pkwy, Ste 201, El Dorado Hills CA 95762; Nature of business: commercial loan financing; Position: Manager. Charles is a 10% owner of One Source Capital Group; Start date: 10/2017. Hrs/month devoted: 160; Hrs during trading hours: 3.5; Duties: General management, business development.
CRS (Client Relationship Summary) - RIA
Click below to view Charles Lawrence Armendarez's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
December 21, 2019 - Present
ASCENDANT CAPITAL MANAGEMENT
Office #1: 210 W. Birch Street, Ste 208, Brea, CA 92821RIA
CRD#: 215513
Brea, CA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(12/21/2019)
Exams
Current Firm
AC
ASCENDANT CAPITAL MANAGEMENT
ASCENDANT CAPITAL MANAGEMENT
CRD#: 215513 / SEC#:
California
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Contact information
Main Address
210 W. Birch Street, Ste 208, Brea, CA 92821
Mailing Address
Phone number
(714) 501-7628
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 119 |
| AUM (Assets Under Management) | $ 56,452,346 |
Red Flags
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