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).
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Total Assets Under Management60MILLION
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Total Number of Accounts352ACCOUNTS
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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
James Moore (CRD# 1340435) is an Investment Advisor Representative working at Capital Synergy Partners in Irvine, CA and has over 17 years of experience in the finance industry.
William Rapp (CRD# 1003373) is an Investment Advisor Representative working at Capital Synergy Partners in Irvine, CA and has over 42 years of experience in the finance industry.
Ralph Romano (CRD# 812348) is an Investment Advisor Representative working at Capital Synergy Partners in Highland Park, IL and has over 32 years of experience in the finance industry.
Ronald Snider (CRD# 2629896) is an Investment Advisor Representative working at Capital Synergy Partners in Irvine, CA and has over 28 years of experience in the finance industry.
Gilbert Talbert (CRD# 4148742) is an Investment Advisor Representative working at Capital Synergy Partners in Irvine, CA and has over 23 years of experience in the finance industry.
Charles Taylor (CRD# 4119605) is an Investment Advisor Representative working at Capital Synergy Partners in Charlotte, NC and has over 23 years of experience in the finance industry.
Manfred Wunderlich (CRD# 853232) is an Investment Advisor Representative working at Capital Synergy Partners in Irvine, CA and has over 27 years of experience in the finance industry.
Matthew Gandy (CRD# 7007855) is an Investment Advisor Representative working at Capital Synergy Partners in Irvine, CA and has over 4 years of experience in the finance industry.
John Seel (CRD# 1759698) is an Investment Advisor Representative working at Capital Synergy Partners in Irvine, CA and has over 23 years of experience in the finance industry.