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CAPITAL SYNERGY PARTNERS
NEWPORT BEACH, CA
949-442-7413
SEC #801-117828Total AUM
$99.2M
Employees
21Clients
618Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
4400 MACARTHUR BLVD., SUITE 850
NEWPORT BEACH
CA 92660
United States
NEWPORT BEACH
CA 92660
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
949-442-7413
Other Offices
18
Financials
Total AUM
$99.2M
Accounts
618Discretionary
$0
Accounts
0Non-Discretionary
$99.2M
Accounts
618
Clients
Individual Clients
599AUM
$79.5M
HNW Individual Clients
12AUM
$18.5M
Pension/Profit Sharing Plan Clients
2AUM
$66.4K
Corporation or Business Clients
5AUM
$1.1M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
CSP RECEIVES THIRD PARTY REFERRAL, SELECTION & MONITORING FEES
Compliance
Disclosures
None reported
State Registrations
None reported
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.