Syndicated Capital, INC.

Syndicated Capital offers customized investment advisory services, including money management, portfolio management, and wealth management, tailored to individual client needs. They manage accounts on both a discretionary and non-discretionary basis, allowing clients to impose restrictions on specific securities or types of securities. As of December 31, 2024, Syndicated Capital manages approximately $118 million on a discretionary basis and $5 million on a non-discretionary basis.