Ryan Omalley is a CFA-designated registered investment advisor at Ducenta Squared Asset Management, based in El Segundo, CA, with 8 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 467 clients with $3.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ducenta Squared Asset Management charges a percentage of your portfolio each year, up to 0.55%. The exact fee is negotiable and depends on the investment strategy, the type of account, the size of your account, and the services provided. There are minimum account sizes that vary depending on the strategy, and private wealth strategies have minimum annual fees of $2,500 to $3,000.
Location
2240 E. Maple Ave, El Segundo, CA, 90245
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Ducenta Squared Asset Management
Previous Registrations
Sage Advisory Services LTD CO
State Registrations1 state
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