Asymmetric Advisors
Firm details
- Headquarters
- Aliso Viejo, California
- CRD number
- 325460
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Asymmetric Advisors is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm primarily manages portfolios for individual and family clients, and provides portfolio management services to small businesses. Its fee model is based on a percentage of assets under management. The adviser does not identify as an active ESG investor, does not operate as a multi-state adviser, and does not present itself as a capital allocator or pension consultant.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Cash & Cash Equivalents60%
- Derivatives40%
Owners & executives
1 of 1
Brendan Cummins
Chief Executive OfficerCRD 7703108
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Aliso Viejo, CA
Orange
Location
Aliso Viejo, CA
Headquartered in Aliso Viejo, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Orange
- Address
- 16 B Journey
- Time zone
- PT (UTC-8)
- Office locations
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