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CAPITAL SYNERGY PARTNERS
CAPITAL SYNERGY PARTNERS, INC.
CRD 148733 · SEC 801-136697
2860 MICHELLE DRIVE, SUITE 150, IRVINE, CA, 92606, United States
Phone
949-442-7413
Fax
949-225-7106
Registration
— (—)
Source
State registered
Total AUM
$102.3M
Discretionary AUM
$0
Team
46 total employees; 13 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees; CSP RECEIVES THIRD PARTY REFERRAL, SELECTION & MONITORING FEES
Org form
Corporation
Filing date
2026-06-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 217 | $43.2M |
| High net worth individuals | 114 | $59.1M |
All web addresses on file
Official SEC filing: View on IAPD