Asymmetric Advisors

RIASEC Registered
Total AUM
$940K
Discretionary
$940K
100% of AUM
Avg account
$118K
Accounts
8
Employees
1
Advisory reps
1

Firm details

Headquarters
Aliso Viejo, California
CRD number
325460
Fee structure
Percentage of AUM
Client types
  • Individuals100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Cash & Cash Equivalents 60%, Derivatives 40%60%
  • Cash & Cash Equivalents60%
  • Derivatives40%

Owners & executives

1 of 1
  • Brendan Cummins

    Brendan Cummins

    Chief Executive OfficerCRD 7703108

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth