Syzygy Financial LLC

Syzygy Financial LLC (CRD# 154896) is a financial advisory firm headquartered in Santa Ana, CA. They manage $198,226 in 18 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1851 East 1st Street, Suite 900, Santa Ana, CA 92705
http://www.syzygyfinancial.com
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    18
    ACCOUNTS
  • Average Account Value
    $11,013
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
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Syzygy Financial LLC
Showing 1 - 1 of 1 top financial advisors.
1
Joshua Iversen, financial advisor Santa Ana CA
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 30 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

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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