Syndicated Capital, Inc.

Syndicated Capital, Inc. (CRD# 29037) is a financial advisory firm headquartered in Santa Monica, CA. They manage $59,869,015 in 307 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    60
    MILLION
  • Total Number of Accounts
    307
    ACCOUNTS
  • Average Account Value
    $195,013
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, HI, NJ, OH, OR, PA, VA, WA

Financial Advisors at Syndicated Capital, Inc.
Showing 1 - 10 of 12 top financial advisors.
1
Christopher M. Holtrop
CRD#: 6004358
Naples, FL
98
Wealthminder
score

Christopher Holtrop (CRD# 6004358) is an Investment Advisor Representative working at Syndicated Capital, Inc. in Naples, FL and has over 6 years of experience in the finance industry.

2
Don A. Reader
CRD#: 371969
Upland, CA
96
Wealthminder
score

Don Reader (CRD# 371969) is an Investment Advisor Representative working at Syndicated Capital, Inc. in Upland, CA and has over 22 years of experience in the finance industry.

3
Bradley J. Boeck
CRD#: 4537399
2445 Northeast Division Street, Suite 204, Bend, OR 97703
93
Wealthminder
score

Bradley Boeck (CRD# 4537399) is an Investment Advisor Representative working at Syndicated Capital, Inc. in Bend, OR and has over 15 years of experience in the finance industry.

4
Jerome R. Graham
CRD#: 2103935
103 Hyde Park, Doylestown, PA 18902
93
Wealthminder
score

Jerome Graham (CRD# 2103935) is an Investment Advisor Representative working at Syndicated Capital, Inc. in Doylestown, PA and has over 27 years of experience in the finance industry.

5
Stephen L. Kagawa
CRD#: 1530761
1299 Ocean Avenue, Suite 210, Santa Monica, CA 90401
93
Wealthminder
score

Stephen Kagawa (CRD# 1530761) is an Investment Advisor Representative working at Syndicated Capital, Inc. in Santa Monica, CA and has over 24 years of experience in the finance industry.

6
K P. Lee
CRD#: 5939306
1299 Ocean Avenue, Suite 210, Santa Monica, CA 90401
93
Wealthminder
score

K Lee (CRD# 5939306) is an Investment Advisor Representative working at Syndicated Capital, Inc. in Santa Monica, CA and has over 6 years of experience in the finance industry.

7
K P. Lee
CRD#: 5587214
1299 Ocean Avenue, Suite 210, Santa Monica, CA 90401
93
Wealthminder
score

K Lee (CRD# 5587214) is an Investment Advisor Representative working at Syndicated Capital, Inc. in Santa Monica, CA and has over 5 years of experience in the finance industry.

8
Frank P. Schweitzer
CRD#: 1230629
1299 Ocean Avenue, Suite 210, Santa Monica, CA 90401
93
Wealthminder
score

Frank Schweitzer (CRD# 1230629) is an Investment Advisor Representative working at Syndicated Capital, Inc. in Santa Monica, CA and has over 30 years of experience in the finance industry.

9
Andrew C. Wahrenbrock
CRD#: 870404
1299 Ocean Avenue, Suite 210, Santa Monica, CA 90401
93
Wealthminder
score

Andrew Wahrenbrock (CRD# 870404) is an Investment Advisor Representative working at Syndicated Capital, Inc. in Santa Monica, CA and has over 38 years of experience in the finance industry.

10
Faith Lee
CRD#: 2715226
21671 Gateway Center Drive, Suite 111, Diamond Bar, CA 91765
73
Wealthminder
score

Faith Lee (CRD# 2715226) is an Investment Advisor Representative working at Syndicated Capital, Inc. in Diamond Bar, CA and has over 22 years of experience in the finance industry.

1 2 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.