Syndicated Capital, Inc.

Syndicated Capital, Inc. (CRD# 29037) is a financial advisory firm headquartered in Diamond Bar, CA. They manage $115,319,317 in 436 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
21671 Gateway Center Drive, Suite 111, Diamond Bar, CA 91765
http://www.syndicatedcapital.com
By the Numbers
  • Total Assets Under Management
    115
    MILLION
  • Total Number of Accounts
    436
    ACCOUNTS
  • Average Account Value
    $264,494
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
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 11 - 11 of 11 top financial advisors.
11
David Petray, financial advisor Costa Mesa CA
David L. Petray
CRD#: 1974569
Costa Mesa, CA

David Petray (CRD# 1974569) is an Investment Advisor Representative working at Syndicated Capital, Inc. in Costa Mesa, CA and has over 34 years of experience in the finance industry.

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Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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