Ducenta Squared Asset Management
Answer a few questions and
get matched with an advisor.
Learn more about Ducenta Squared Asset Management
Overview
Ducenta Squared Asset Management operates as a financial advisory company located in Los Angeles, California. Ducenta Squared Asset Management controls $3.0 billion in assets under management throughout 494 client accounts, placing it among the biggest financial advisory firms in the United States by assets under management (AUM). The company has a small team, including 11 financial advisors. Ducenta Squared Asset Management is not a registered broker-dealer, meaning the advisor is not able to buy and sell securities for its accounts and those of its customers and instead is required to go through a broker-dealer company to do so. Securities are defined as exchangable fiscal assets like stocks, options and bonds.
Ducenta Squared Asset Management manages all of the firm's client assets in a discretionary manner. Discretionary management is a structure in which a portfolio manager makes transaction decisions for the client's account without requiring the client's authorization. Ducenta Squared Asset Management's typical account size is $6.0 million. The typical advisor at Ducenta Squared Asset Management manages about 45 client accounts, making it about average in terms of personalization.
The firm's central office is located at 555 W. 5Th Street, Los Angeles, California 90013-1082. The firm is legally allowed to provide services to investors throughout 21 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Ducenta Squared Asset Management by the Numbers
$3.0 billion
18
494
$6.0 million
Fee Structure
A financial advisor's fees typically depend on the type of financial services offered. However, fees billed by the firm can consist of the following fee structures: asset-based, fixed or performance-based. Ducenta Squared Asset Management does participate in a wrap fee program, in which the firm offers a service bundle for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 32% of firms
Fixed
Unavailable
Types of Clients
Ducenta Squared Asset Management works with a number of different customers. The firm works with retail investors, pension plans, charitable organizations, state or municipal government entities and corporations. Out of its 494 customers, Ducenta Squared Asset Management's largest client by number of accounts is retail investors. Just 9% of the firm's clients are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 65.65%
- Corporations - 27.24%
- Charitable Organizations - 7.11%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
Find an advisor who will work directly with you
Sometimes a big firm may not be able to give you the one-on-one service that you need. That's where we come in to help match you with great personal financial advisors. Click here to find your advisor matches today.
Disclosures
Ducenta Squared Asset Management does not have any disclosures.
Please visit its Form ADV for more details.
Find a financial advisor near you
If you're interested in working with an advisor closer to you, we can help you find one. Click here to find your advisor matches today.
Financial Advisors at Ducenta Squared Asset Management
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Not sure which advisor is right for you? Use our matching tool
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Click here to find your advisor matches today
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.