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Syndicated Capital, Inc.

Headquartered in DIAMOND BAR, CA

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Firm Information

Syndicated Capital, Inc. is a California-based corporation that was formed in February 1986. The firm provides financial planning and portfolio management services to individuals and high-net-worth individuals. They are registered with the SEC and in all 50 states. Syndicated Capital, Inc. manages approximately $115,319,317 in assets for 436 clients.

Syndicated Capital, Inc.

21671 GATEWAY CENTER DRIVE

DIAMOND BAR, CA 91765

$115.32M

Assets Under Management

Not reported

Total Clients

15

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

12b1; ntf mutal fund service fees

Branch Locations (12)

SYNDICATED CAPITAL, INC. has a total of 12 branch locations across the country.
location

MONROVIA, CA

location

NAPLES, FL

location

Costa Mesa, CA

location

Phoenix, AZ

location

Flushing, NY

location

San Diego, CA

location

BEND, OR

location

HONOLULU, HI

location

DIAMOND BAR, CA

location

Palm Beach, FL

location

EL SEGUNDO, CA

location

DOYLESTOWN, PA

Advisors at Syndicated Capital, Inc.

View All 15 Advisors
Unclaimed
K Pamela Lee

RA

DIAMOND BAR, CA

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Unclaimed
Julia Rong Cheng

CFP®, RA

Flushing, NY

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Hozumi Hanada

MONROVIA, CA

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Unclaimed
Frank Paul Schweitzer

RA

DIAMOND BAR, CA

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Unclaimed
Bradley Jason Boeck

RA

BEND, OR

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Unclaimed
Yusuke Nakamura

HONOLULU, HI

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Unclaimed
John Lane Graves

DIAMOND BAR, CA

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Unclaimed
Mark paul De guzman Juloya

RA

MONROVIA, CA

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Disclosures

There are 2 public disclosures for Syndicated Capital, Inc.. Review regulatory record here.

Frequently Asked Questions (11)

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