Overview
Assets Under Management: $142 million
Headquarters: DIAMOND BAR, CA
High-Net-Worth Clients: 27
Average Client Assets: $2.3 million
Frequently Asked Questions
SYNDICATED CAPITAL, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #29037), SYNDICATED CAPITAL, INC. is subject to fiduciary duty under federal law.
SYNDICATED CAPITAL, INC. is headquartered in DIAMOND BAR, CA.
SYNDICATED CAPITAL, INC. serves 27 high-net-worth clients according to their SEC filing dated March 31, 2026. View client details ↓
According to their SEC Form ADV, SYNDICATED CAPITAL, INC. offers financial planning and portfolio management for individuals. View all service details ↓
SYNDICATED CAPITAL, INC. manages $142 million in client assets according to their SEC filing dated March 31, 2026.
According to their SEC Form ADV, SYNDICATED CAPITAL, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 27
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 43.98%
Average Client Assets: $2.3 million
Total Client Accounts: 465
Discretionary Accounts: 447
Non-Discretionary Accounts: 18
Regulatory Filings
CRD Number: 29037
Filing ID: 2085589
Last Filing Date: 2026-03-31 11:50:16