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Chad Lafate Clary

SYNTAL CAPITAL PARTNERS, LLC·MIDLAND, Texas
Unclaimed Profile
1901 HERITAGE BLVD, MIDLAND, TX 79707CRD# 3076750Firm CRD# 161954
01

About

Chad Lafate Clary is a registered financial advisor based in MIDLAND, Texas, affiliated with SYNTAL CAPITAL PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
SYNTAL CAPITAL PARTNERS, LLC
SYNTAL CAPITAL PARTNERS, LLC
AUM
$60M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at SYNTAL CAPITAL PARTNERS, LLC →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Other: WRAP PROGRAM FEE
Regulatory
SEC/IARD CRD# 3076750
Firm CRD# 161954
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Chad Lafate Clary offer?
Chad Lafate Clary specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in MIDLAND, Texas for a consultation.
What are Chad Lafate Clary's credentials?
Chad Lafate Clary is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Chad Lafate Clary located?
Chad Lafate Clary is based in MIDLAND, Texas, working with SYNTAL CAPITAL PARTNERS, LLC. Their office serves clients in the MIDLAND metropolitan area and surrounding communities.
How does Chad Lafate Clary charge for services?
Chad Lafate Clary's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees, other: wrap program fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SYNTAL CAPITAL PARTNERS, LLC?
SYNTAL CAPITAL PARTNERS, LLC has approximately 1 employees and manages $60M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in MIDLAND
Mickey Ray Cargile — CARGILE INVESTMENT MANAGEMENT, INC.Robert James Carlyon — SYNTAL CAPITAL PARTNERS, LLCChad C. Clark — REDEMPTION CAPITAL PARTNERS, LLCJohn Cole Maxey — REDEMPTION CAPITAL PARTNERS, LLCDane Edward Crunk — SYNTAL CAPITAL PARTNERS, LLC
Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
Advisor Fees in TexasNational Fee Analysis
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