K Patrick Lee

Syndicated Capital, INC.

14 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementRetirement Planning

Syndicated Capital, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

14 advisors

Number of Clients

393 clients

Average Client Portfolio

$313K average

Assets Under Management

$123.0M

Fee Structure

Minimum Investment:None

Financial Planning:Investment management only

Location

21671 Gateway Center Drive, Suite 111, Diamond Bar, CA, 91765

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Syndicated Capital, INC.

March 2012 - Present · 13 yrs 11 mos

Syndicated Capital, INC.Broker

July 2011 - Present · 14 yrs 7 mos

State Registrations9 states

CADEHINJNYORPASDTN

AdvisorBrokerBoth

Exams

No exam information available for this advisor.