Syzygy Financial LLC
Syzygy Financial LLC (CRD# 154896) is a financial advisory firm headquartered in Santa Ana, CA. They manage $198,226 in 18 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management0MILLION
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Total Number of Accounts18ACCOUNTS
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Average Account Value$11,013
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Syzygy Financial LLC
1
Joshua Iversen (CRD# 1876353) is an Investment Advisor Representative working at Syzygy Financial LLC in Santa Ana, CA and has over 31 years of experience in the finance industry.
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