1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2SYNDICATED CAPITAL, INC.

Map pinDIAMOND BAR, CA
Phone310-751-7098
NotebookSEC #801-129421
Total AUM
$142M
Employees
12
Clients
465

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
21671 GATEWAY CENTER DRIVE
SUITE 111
DIAMOND BAR
CA 91765
United States
Operating Hours
6:30 AM - 2:00 PM
Monday - Friday
Phone
310-751-7098
Other Offices
8

ReceiptFinancials

Total AUM
$142M
Accounts
465
Discretionary
$136.9M
Accounts
447
Non-Discretionary
$5.1M
Accounts
18

ContactClients

View more in analytics →

Individual Clients
438
AUM
$79.5M
HNW Individual Clients
27
AUM
$62.5M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
12B1; NTF MUTAL FUND SERVICE FEES

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSRO Rule Violation
State Registrations

None reported

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account