Syzygy Financial LLC

Syzygy Financial LLC (CRD# 154896) is a financial advisory firm headquartered in Santa Ana, CA. They manage $806,876 in 25 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.


Financial Advisors at Syzygy Financial LLC
Showing 1 - 1 of 1 top financial advisors.
Joshua A. Iversen
CRD#: 1876353
1851 East 1st Street, Suite 900, Santa Ana, CA 92705

Joshua Iversen (CRD# 1876353) is an Investment Advisor Representative working at Syzygy Financial LLC in Santa Ana, CA and has over 25 years of experience in the finance industry.

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