SYNDICATED CAPITAL, INC.

DIAMOND BAR, California·2 registered advisors·CRD# 29037
SEC# 801-1294216310-751-7098
01

Firm Overview

AUM
$115M
Regulatory assets under management
Employees
12
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Subscription fees
Other: 12B1; NTF MUTAL FUND SERVICE FEES
03

Specialties

Financial PlanningInvestment Management
04

Advisors at SYNDICATED CAPITAL, INC.

2 registered advisors
Faith Lee
DIAMOND BAR, California
Steven Lee Thornton
DIAMOND BAR, California
05

Office Locations

DIAMOND BAR, California
2 advisors

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Data sourced from SEC Form ADV filings. SYNDICATED CAPITAL, INC. (CRD# 29037) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.