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SYZYGY FINANCIAL LLC
CRD 154896
7545 IRVINE CENTER DRIVE, SUITE 200, IRVINE, CA, 92618, United States
Phone
714-609-3589
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$776K
Discretionary AUM
$776K
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-06-02
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 11 | $776K |
All web addresses on file
Official SEC filing: View on IAPD