Syndicated Capital, Inc.
Syndicated Capital, Inc. (CRD# 29037) is a financial advisory firm headquartered in Diamond Bar, CA. They manage $109,625,876 in 441 accounts and serve the financial needs of clients across 8 states (or territories).
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Total Assets Under Management110MILLION
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Total Number of Accounts441ACCOUNTS
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Average Account Value$248,585
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, HI, NJ, OH, OR, PA, VA, WA
Bradley Boeck (CRD# 4537399) is an Investment Advisor Representative working at Syndicated Capital, Inc. in Bend, OR and has over 21 years of experience in the finance industry.
Julia Cheng (CRD# 2125753) is an Investment Advisor Representative working at Syndicated Capital, Inc. in Flushing, NY and has over 33 years of experience in the finance industry.
Jerome Graham (CRD# 2103935) is an Investment Advisor Representative working at Syndicated Capital, Inc. in Doylestown, PA and has over 33 years of experience in the finance industry.
Stephen Kagawa (CRD# 1530761) is an Investment Advisor Representative working at Syndicated Capital, Inc. in Honolulu, HI and has over 30 years of experience in the finance industry.
Faith Lee (CRD# 2715226) is an Investment Advisor Representative working at Syndicated Capital, Inc. in Diamond Bar, CA and has over 28 years of experience in the finance industry.
K Lee (CRD# 5939306) is an Investment Advisor Representative working at Syndicated Capital, Inc. in Diamond Bar, CA and has over 12 years of experience in the finance industry.
K Lee (CRD# 5587214) is an Investment Advisor Representative working at Syndicated Capital, Inc. in Diamond Bar, CA and has over 11 years of experience in the finance industry.
Joseph McAdams (CRD# 2173886) is an Investment Advisor Representative working at Syndicated Capital, Inc. in Diamond Bar, CA and has over 31 years of experience in the finance industry.
Travus Pope (CRD# 3147104) is an Investment Advisor Representative working at Syndicated Capital, Inc. in Naples, FL and has over 25 years of experience in the finance industry.
Frank Schweitzer (CRD# 1230629) is an Investment Advisor Representative working at Syndicated Capital, Inc. in Diamond Bar, CA and has over 36 years of experience in the finance industry.