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)
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 29 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.