SYNDICATED CAPITAL, INC.
Diamond Bar, CA
AUM
$142.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
9 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +2 more
310-751-7098
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in CA, DIAMOND BAR
5 advisers found
LAGOS WEALTH ADVISORS
Diamond Bar, CA
AUM
$64.2M
Wealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
—
Fees
Percentage of AUM
714-940-0888
THE FINANCIAL GROUP
Diamond Bar, CA
AUM
$33.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
(909) 860-7527
VALUETECH PRIVATE ADVISORS
Diamond Bar, CA
AUM
$21.4M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
323-600-4931
LLG WEALTH MANAGEMENT
Diamond Bar, CA
AUM
$7.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Fixed fees
855-554-9584