Syndicated Capital, Inc.

Firm record

As recorded in SEC IAPD

Firm CRD

29037

SEC number

801-129421

Firm type

RIA

Assets under management

$142.0M as of Mar 31, 2026

Website

www.syndicatedcapital.com ↗

Phone

310-751-7098

Address

21671 Gateway Center Drive, Diamond Bar, CA, 91765

Advisors at this firm

15 in our index · page 1 of 1

• Julia Rong ChengCRD 2125753 · San Diego, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Jerome Robert GrahamCRD 2103935 · Doylestown, PA
  IA RegisteredBroker
• John Lane GravesCRD 227826 · Diamond Bar, CA
  BrokerRegistration inactive
  Disclosure event(s) on record
• Hozumi HanadaCRD 4160625 · Monrovia, CA
  Broker
• Mark Paul De Guzman JuloyaCRD 5580057 · Monrovia, CA
  IA RegisteredRegistration inactive
• Stephen Linkan KagawaCRD 1530761 · Monrovia, CA
  IA RegisteredBroker
• Faith LeeCRD 2715226 · Diamond Bar, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• K Patrick LeeCRD 5939306 · Diamond Bar, CA
  IA RegisteredBroker
• K Pamela LeeCRD 5587214 · Diamond Bar, CA
  IA RegisteredBroker
• Callie MaCRD 4937487 · San Diego, CA
  Broker
• Yusuke NakamuraCRD 5227074 · Honolulu, HI
  Broker
• Michael F. NguyenCRD 5230526 · Monrovia, CA
  IA RegisteredBroker
• David L PetrayCRD 1974569 · Costa Mesa, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Travus Hoffman PopeCRD 3147104 · Diamond Bar, CA
  BrokerRegistration inactive
  Disclosure event(s) on record
• Frank Paul SchweitzerCRD 1230629 · Phoenix, AZ
  IA RegisteredBroker

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.