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).

By the Numbers
  • Total Assets Under Management
    110
    MILLION
  • Total Number of Accounts
    441
    ACCOUNTS
  • Average Account Value
    $248,585
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, HI, NJ, OH, OR, PA, VA, WA

Financial Advisors at Syndicated Capital, Inc.
Showing 1 - 10 of 11 top financial advisors.
1
Bradley J. Boeck
CRD#: 4537399
2445 Northeast Division Street, Suite 204, Bend, OR 97703

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.

2
Julia R. Cheng
CRD#: 2125753
133-10 39th Avenue, Flushing, NY 11354

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.

3
Jerome R. Graham
CRD#: 2103935
103 Hyde Park, Doylestown, PA 18902

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.

4
Stephen L. Kagawa
CRD#: 1530761
1100 Alakea Street, Suite 1901, Honolulu, HI 96813

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.

5
Faith Lee
CRD#: 2715226
21671 Gateway Center Drive, Suite 111, Diamond Bar, CA 91765

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.

6
K P. Lee
CRD#: 5939306
21671 Gateway Center Drive, Suite 111, Diamond Bar, CA 91765

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.

7
K P. Lee
CRD#: 5587214
21671 Gateway Center Drive, Suite 111, Diamond Bar, CA 91765

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.

8
Joseph L. McAdams
CRD#: 2173886
21671 Gateway Center Drive, Suite 111, Diamond Bar, CA 91765

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.

9
Travus H. Pope
CRD#: 3147104
Naples, FL

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.

10
Frank P. Schweitzer
CRD#: 1230629
21671 Gateway Center Drive, Suite 111, Diamond Bar, CA 91765

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.

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