Capital Synergy Partners
Capital Synergy Partners (CRD# 148733) is a financial advisory firm headquartered in Irvine, CA. They manage $59,794,103 in 352 accounts and serve the financial needs of clients across 27 states (or territories).
-
Total Assets Under Management60MILLION
-
Total Number of Accounts352ACCOUNTS
-
Average Account Value$169,870
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
![](/img/ws/firm-ria-sec-logo.png)
AR, AZ, CA, CT, DC, FL, GA, IA, ID, IN, LA, MA, MI, MN, MO, MT, NC, NE, NJ, NV, OH, OK, OR, PA, SC, TX, WI
John Bivens (CRD# 2358108) is an Investment Advisor Representative working at Capital Synergy Partners in Marina Del Rey, CA and has over 30 years of experience in the finance industry.
Ronald Blau (CRD# 3043949) is an Investment Advisor Representative working at Capital Synergy Partners in Scottsdale, AZ and has over 19 years of experience in the finance industry.
Cory Christiansen (CRD# 2716711) is an Investment Advisor Representative working at Capital Synergy Partners in Irvine, CA and has over 28 years of experience in the finance industry.
Stephen Clifford (CRD# 1685920) is an Investment Advisor Representative working at Capital Synergy Partners in Irvine, CA and has over 23 years of experience in the finance industry.
Lorraine Dimartino (CRD# 2817461) is an Investment Advisor Representative working at Capital Synergy Partners in Irvine, CA and has over 27 years of experience in the finance industry.
Richard Greene (CRD# 1243261) is an Investment Advisor Representative working at Capital Synergy Partners in Irvine, CA and has over 37 years of experience in the finance industry.
Mark Guillod (CRD# 5602442) is an Investment Advisor Representative working at Capital Synergy Partners in Irvine, CA and has over 14 years of experience in the finance industry.
Andrew Holden (CRD# 3098455) is an Investment Advisor Representative working at Capital Synergy Partners in Irvine, CA and has over 25 years of experience in the finance industry.
Gerald Mangold (CRD# 4328761) is an Investment Advisor Representative working at Capital Synergy Partners in North Palm Beach, FL and has over 17 years of experience in the finance industry.
Matthew Melendez (CRD# 5642488) is an Investment Advisor Representative working at Capital Synergy Partners in Irvine, CA and has over 14 years of experience in the finance industry.