Syndicated Capital, Inc.

Syndicated Capital, Inc. (CRD# 29037) is a financial advisory firm headquartered in Santa Monica, CA. They manage $63,157,045 in 352 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    63
    MILLION
  • Total Number of Accounts
    352
    ACCOUNTS
  • Average Account Value
    $179,423
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. 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 10 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 17 years of experience in the finance industry.

2
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 29 years of experience in the finance industry.

3
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 26 years of experience in the finance industry.

4
Faith Lee
CRD#: 2715226
1299 Ocean Avenue 2nd Floor, Santa Monica, CA 90401

Faith Lee (CRD# 2715226) is an Investment Advisor Representative working at Syndicated Capital, Inc. in Santa Monica, CA and has over 24 years of experience in the finance industry.

5
K P. Lee
CRD#: 5939306
1299 Ocean Avenue, 2nd Floor, Santa Monica, CA 90401

K Lee (CRD# 5939306) is an Investment Advisor Representative working at Syndicated Capital, Inc. in Santa Monica, CA and has over 8 years of experience in the finance industry.

6
K P. Lee
CRD#: 5587214
1299 Ocean Avenue, 2nd Floor, Santa Monica, CA 90401

K Lee (CRD# 5587214) is an Investment Advisor Representative working at Syndicated Capital, Inc. in Santa Monica, CA and has over 7 years of experience in the finance industry.

7
Joseph L. McAdams
CRD#: 2173886
1299 Ocean Avenue 2nd Floor, Santa Monica, CA 90401

Joseph McAdams (CRD# 2173886) is an Investment Advisor Representative working at Syndicated Capital, Inc. in Santa Monica, CA and has over 27 years of experience in the finance industry.

8
Travus H. Pope
CRD#: 3147104
1299 Ocean Avenue, 2nd Floor, Santa Monica, CA 90401

Travus Pope (CRD# 3147104) is an Investment Advisor Representative working at Syndicated Capital, Inc. in Santa Monica, CA and has over 21 years of experience in the finance industry.

9
Frank P. Schweitzer
CRD#: 1230629
1299 Ocean Avenue, 2nd Floor, Santa Monica, CA 90401

Frank Schweitzer (CRD# 1230629) is an Investment Advisor Representative working at Syndicated Capital, Inc. in Santa Monica, CA and has over 32 years of experience in the finance industry.

10
Andrew C. Wahrenbrock
CRD#: 870404
Bakersfield, CA

Andrew Wahrenbrock (CRD# 870404) is an Investment Advisor Representative working at Syndicated Capital, Inc. in Bakersfield, CA and has over 40 years of experience in the finance industry.

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