Syndicated Capital, Inc.

Syndicated Capital, Inc. (CRD# 29037) is a financial advisory firm headquartered in Santa Monica, CA. They manage $52,645,801 in 290 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    53
    MILLION
  • Total Number of Accounts
    290
    ACCOUNTS
  • Average Account Value
    $181,537
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 11 top financial advisors.
1
Don A. Reader
CRD#: 371969
1299 Ocean Avenue 2nd Floor, Santa Monica, CA 90401
96
Wealthminder
score

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

2
Christopher M. Holtrop
CRD#: 6004358
Naples, FL
95
Wealthminder
score

Christopher Holtrop (CRD# 6004358) is an Investment Advisor Representative working at Syndicated Capital, Inc. in Naples, FL and has over 5 years of experience in the finance industry.

3
Bradley J. Boeck
CRD#: 4537399
2445 Northeast Division Street, Suite 204, Bend, OR 97701
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
1299 Ocean Avenue, Suite 210, Santa Monica, CA 90401
93
Wealthminder
score

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

5
Stephen L. Kagawa
CRD#: 1530761
735 Bishop Street, Suite 500, Honolulu, HI 96813
93
Wealthminder
score

Stephen Kagawa (CRD# 1530761) is an Investment Advisor Representative working at Syndicated Capital, Inc. in Honolulu, HI and has over 23 years of experience in the finance industry.

6
Andrew C. Wahrenbrock
CRD#: 870404
1414 Valhalla Drive, Bakersfield, CA 93309
93
Wealthminder
score

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

7
K P. Lee
CRD#: 5939306
1299 Ocean Avenue, Suite 210, Santa Monica, CA 90401
90
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.

8
K P. Lee
CRD#: 5587214
1299 Ocean Avenue, Suite 210, Santa Monica, CA 90401
90
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.

9
Faith Lee
CRD#: 2715226
1299 Ocean Avenue 2nd Floor, Santa Monica, CA 90401
73
Wealthminder
score

Faith Lee (CRD# 2715226) is an Investment Advisor Representative working at Syndicated Capital, Inc. in Santa Monica, CA and has over 21 years of experience in the finance industry.

10
Joseph L. McAdams
CRD#: 2173886
1299 Ocean Avenue 2nd Floor, Santa Monica, CA 90401
73
Wealthminder
score

Joseph McAdams (CRD# 2173886) 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.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.