Assets Under Management
$123.0M
Number of Clients
393
Number of Advisors
14
Average Client AUM
$313K
AUM per Advisor
$8.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
Syndicated Capital, Inc. provides customized advisory services, including money management, portfolio management, and wealth management, to clients on a discretionary and non-discretionary basis. Clients can impose restrictions on investments. The firm manages separate accounts and may offer breakpoint discounts where applicable.
21671 Gateway Center Drive, Suite 111, Diamond Bar, CA, 91765