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SYNDICATED CAPITAL, INC.
CRD 29037 · SEC 801-129421
21671 GATEWAY CENTER DRIVE, SUITE 111, DIAMOND BAR, CA, 91765, United States
Phone
310-751-7098
Fax
310-507-7875
Registration
— (—)
Source
State registered
Total AUM
$142.0M
Discretionary AUM
$136.9M
Team
12 total employees; 9 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees; 12B1; NTF MUTAL FUND SERVICE FEES
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 438 | $79.5M |
| High net worth individuals | 27 | $62.5M |
All web addresses on file
Official SEC filing: View on IAPD