Torrance, CA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Ascentis Independent Advisors, LLC
Multi-team
Firm-wide stats for Ascentis Independent Advisors, LLC
About
Ascentis Independent Advisors works with individuals (including high‑net‑worth clients), trusts, estates, pension and profit‑sharing plans, and business entities, offering asset management, comprehensive portfolio management, financial planning and retirement plan consulting. The firm also provides referrals to third‑party money managers, co‑advisory arrangements, and operates a wrap‑fee program.
Investment advice is tailored to client objectives and may include individual stocks, bonds, mutual funds, ETFs, options, alternative investments and private placements, with portfolios monitored and rebalanced on an ongoing basis. Ascentis uses a mix of discretionary management, third‑party managers and platform solutions, an affiliate sub‑advisory arrangement, and a Private Direct Investments (PDI) program that allocates clients into illiquid private funds on a discretionary basis under a documented allocation policy.
Noteworthy distinctions disclosed in the brochure include a recent ownership restructuring placing the adviser under a holding company with common ownership across several affiliated advisory entities and the absorption of an affiliate, an explicit sub‑advisory relationship with its affiliate Ascentis Asset Management (with related compensation conflicts disclosed), and the use of co‑advisory/platform partners (including GeoWealth and multiple LPL‑sponsored program relationships). The firm also incorporates digital estate‑planning platforms into its planning process and documents its priority allocation rules for PDI opportunities.
Based on Ascentis Independent Advisors, LLC
Expertise
Based on Ascentis Independent Advisors, LLC
Location
3625 Del Amo Blvd, Ste 375
Torrance CA 90503
Advisors at this office
2
Advisors at this office
Brian T
CFP®, Series 63, Series 66
Torrance, CA
Ascentis Independent Advisors, LLC
Brian Tinker is a CFP® with 24 years of industry experience, currently serving at Ascentis Independent Advisors, LLC. His career includes roles at ORG Partners, Purshe Kaplan Sterling Investments, and United Planners' Financial Services, among others. Outside of advisory work, he is active in community fundraising for American Martyrs Grammar School and assists individuals with Medicare plan selections through Warner Pacific. Ascentis Independent Advisors serves individuals, trusts, estates, pension and profit-sharing plans, and business entities by providing asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm customizes investment advice to client objectives using a combination of discretionary management, third-party managers, and platform solutions.
Sarah B
Series 63, Series 65
Torrance, CA
Ascentis Independent Advisors, LLC
Sarah Brace is a financial advisor with Ascentis Independent Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Her prior roles include positions at ORG Partners, LLC, Purshe Kaplan Sterling Investments, and United Planners' Financial Services. Outside of her advisory work, she volunteers at Huntington Hospital’s gift shop and serves as a notary public. Ascentis Independent Advisors serves individuals, trusts, estates, pension and profit-sharing plans, and business entities with asset management, financial planning, and retirement consulting. The firm employs a tailored investment approach utilizing discretionary management, third-party managers, and private direct investments, with ongoing portfolio monitoring and rebalancing.
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