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Home > Retirement Planners > california > los angeles > DUCENTA SQUARED ASSET MANAGEMENT
DUCENTA SQUARED ASSET MANAGEMENT
555 W. 5th Street
Suite 3700
Los Angeles, California 90013-1082
Tel: (213) 687-9170
About DUCENTA SQUARED ASSET MANAGEMENT
DUCENTA SQUARED ASSET MANAGEMENT, formally registered with the SEC as DUCENTA SQUARED ASSET MANAGEMENT. The firm was established in 06/05/2020. They have over 3 offices throughout the country.
DUCENTA SQUARED ASSET MANAGEMENT is a Los Angeles, California based Financial Planning firm with nearly $3,569,965,846 assets under management, offering retirement planning & investment advisory services to 472 clients. The firm is staffed with 19 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 308920 |
| SEC# | 801-118857 |
| Assets Managed by Firm | $3,569,965,846 |
| No. of Clients | 472 |
| No. of Advisors | 19 |
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 472 | $3,569,965,846 |
| Individuals (other than high net worth individuals) | 313 | $197,947,428 |
| Pension and profit sharing plans | 23 | $1,550,458,640 |
| Charitable organizations | 31 | $106,949,065 |
| Corporations or other businesses | 83 | $1,017,172,877 |
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