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).
Total Assets Under Management1MILLION
Total Number of Accounts25ACCOUNTS
Average Account Value$32,275
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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.