CAPITAL SYNERGY PARTNERS, INC.

CAPITAL SYNERGY PARTNERS
NEWPORT BEACH, California·4 registered advisors·CRD# 148733
SEC# 801-11782818949-442-7413
01

Firm Overview

AUM
$99M
Regulatory assets under management
Employees
21
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: CSP RECEIVES THIRD PARTY REFERRAL, SELECTION & MONITORING FEES
03

Specialties

Financial PlanningInvestment Management
04

Advisors at CAPITAL SYNERGY PARTNERS, INC.

4 registered advisors
Andrew Alan Holden
NEWPORT BEACH, California
Ronald Edward Snider
NEWPORT BEACH, California
Stephen Andrew Ripic
NEWPORT BEACH, California
William George Rapp
NEWPORT BEACH, California
05

Office Locations

NEWPORT BEACH, California
4 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. CAPITAL SYNERGY PARTNERS, INC. (CRD# 148733) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.