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Joshua Edward Wyss

ASCEND CAPITAL LLC·ORINDA, California
Unclaimed Profile
4 ORINDA WAY, ORINDA, CA 94563CRD# 2929039Firm CRD# 118397
01

About

Joshua Edward Wyss is a registered financial advisor based in ORINDA, California, affiliated with ASCEND CAPITAL LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
ASCEND CAPITAL LLC
ASCEND CAPITAL LLC
AUM
$1.5B
Regulatory assets under management
Employees
35
Total firm employees
View all advisors at ASCEND CAPITAL LLC →
Services
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2929039
Firm CRD# 118397
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Joshua Edward Wyss offer?
Joshua Edward Wyss specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in ORINDA, California for a consultation.
What are Joshua Edward Wyss's credentials?
Joshua Edward Wyss is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joshua Edward Wyss located?
Joshua Edward Wyss is based in ORINDA, California, working with ASCEND CAPITAL LLC. Their office serves clients in the ORINDA metropolitan area and surrounding communities.
How does Joshua Edward Wyss charge for services?
Joshua Edward Wyss's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ASCEND CAPITAL LLC?
ASCEND CAPITAL LLC has approximately 35 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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City Guides
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Research
Advisor Fees in CaliforniaNational Fee Analysis
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