Syndicated Capital

Finance · California, United States · 11-50 Employees

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Overview

Headquarters

1299 Ocean Ave Ste 210, Santa Monica, Ca...

Phone Number

(310) 751-7098

Website

www.syndicatedcapital.com

Revenue

$5.4 Million

Industry

Finance Securities Trading Lending & Brokerage

About Syndicated Capital

Syndicated Capital, Inc. is a FINRA member broker/dealer established in 1991, offering a range of wealth management and corporate finance services. Their clients include individuals and businesses seeking personalized financial planning, investment management, and capital raising solutions. The company prides itself on providing direct, personal assistance without robotic phone menus, ensuring a high level of customer service. With a comprehensive suite of offerings, including asset allocation, retirement planning, and estate planning, Syndicated Capital aims to deliver both the stability of a large firm and the personalized service of a small company.Explore more
Syndicated Capital's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Syndicated Capital Org Chart

PhoneEmail
FL
United States flag for contact location.
Faith Lee

President and Cco

PhoneEmail
BK
United States flag for contact location.

President

PhoneEmail

PhoneEmail
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Compare insights from companies similar to Syndicated Capital, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Syndicated Capital

$5.4M
11-50
Private
-
1991
FL
Faith LeePresident and Cco
Cabot Lodge Securities
<$5M
11-50
Private
-
2020
Roger Leibowitz, Chief Financial Officer & Senior VP at Cabot Lodge Securities
Roger LeibowitzChief Financial Officer & Senior VP
Triton Wealth
<$5M
1-10
Private
-
2010
LO
Laura OdegaardDirector, Client Services
Murphy Wealth Management
<$5M
1-10
Private
-
1995
JM
Jeffrey MurphyChief Investment Officer
RMR Wealth Management
<$5M
11-50
Private
-
2009
LG
Lore GordonManaging Director, Registered Principal
Copper Canyon Wealth Mana...
<$5M
1-10
Private
-
2011
N/A
Wealth Management Group
<$5M
1-10
Private
-
-
N/A
Illustration of an envelope

Syndicated Capital Tech Stack

A closer look at the technologies used by Syndicated Capital

Smarsh

By

Smarsh
Sectigo

By

Sectigo
The USERTRUST Network

By

Comodo Cybersecurity
BlueHost

By

Bluehost, Inc.
See more technologies

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Frequently Asked Questions Regarding Syndicated Capital

What is Syndicated Capital's official website?
Syndicated Capital's official website is www.syndicatedcapital.com What is Syndicated Capital's Revenue?
Syndicated Capital's revenue is $5.4 Million What is Syndicated Capital's SIC code?
Syndicated Capital's SIC: 62,628 What is Syndicated Capital's NAICS code?
Syndicated Capital's NAICS: 52,523 How many employees does Syndicated Capital have?
Syndicated Capital has 11-50 employees What industry does Syndicated Capital belong to?
Syndicated Capital is in the industry of: Finance, Securities Trading, Lending & Brokerage What is Syndicated Capital competition?
Syndicated Capital top competitors include: Wealth Management Group, Murphy Wealth Management, Triton Wealth, RMR Wealth Management What technology does Syndicated Capital use?
Some of the popular technologies that Syndicated Capital uses are: Smarsh, Sectigo, The USERTRUST Network, BlueHost How do I contact Syndicated Capital?
Syndicated Capital contact info: Phone number: (310) 751-7098 Website: www.syndicatedcapital.com What does Syndicated Capital do?

Syndicated Capital, Inc. is a FINRA member broker/dealer established in 1991, offering a range of wealth management and corporate finance services. Their clients include individuals and businesses seeking personalized financial planning, investment management, and capital raising solutions. The company prides itself on providing direct, personal as... sistance without robotic phone menus, ensuring a high level of customer service. With a comprehensive suite of offerings, including asset allocation, retirement planning, and estate planning, Syndicated Capital aims to deliver both the stability of a large firm and the personalized service of a small company.Read More

 What are Syndicated Capital social media links?
Syndicated Capital Linkedin page Is Syndicated Capital a public company?
Syndicated Capital is private company therefore does not currently have an official ticker symbol
See more information about Syndicated Capital

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