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Faith Lee

SYNDICATED CAPITAL, INC.·DIAMOND BAR, California
Unclaimed Profile
21671 GATEWAY CENTER DRIVE, DIAMOND BAR, CA 91765CRD# 2715226Firm CRD# 29037
01

About

Faith Lee is a registered financial advisor based in DIAMOND BAR, California, affiliated with SYNDICATED CAPITAL, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
SYNDICATED CAPITAL, INC.
SYNDICATED CAPITAL, INC.
AUM
$115M
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at SYNDICATED CAPITAL, INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Other: 12B1; NTF MUTAL FUND SERVICE FEES
Regulatory
SEC/IARD CRD# 2715226
Firm CRD# 29037
5 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Faith Lee offer?
Faith Lee specializes in Financial Planning, Investment Management. Contact their office in DIAMOND BAR, California for a consultation.
What are Faith Lee's credentials?
Faith Lee is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Faith Lee located?
Faith Lee is based in DIAMOND BAR, California, working with SYNDICATED CAPITAL, INC.. Their office serves clients in the DIAMOND BAR metropolitan area and surrounding communities.
How does Faith Lee charge for services?
Faith Lee's firm is compensated through percentage of aum, subscription fees, other: 12b1; ntf mutal fund service fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SYNDICATED CAPITAL, INC.?
SYNDICATED CAPITAL, INC. has approximately 12 employees and manages $115M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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James David Howard — ABRIDGE PARTNERS, LLCRobert Michael Birgen — ABRIDGE PARTNERS, LLCMarty Johnson Birgen — ABRIDGE PARTNERS, LLCJoanne Kay Howard — ABRIDGE PARTNERS, LLCSteven Lee Thornton — SYNDICATED CAPITAL, INC.
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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