CAPITAL SYNERGY PARTNERS
  • CAPITAL SYNERGY PARTNERS
  • CAPITAL SYNERGY PARTNERS, INC.

Adviser Profile

As of Date 05/07/2020
Registration status Registration Changed to CAPITAL SYNERGY PARTNERS, INC.
ADV Location NEWPORT BEACH, CA, United States
AUM* 99,192,231
of that, discretionary 0
Number of Employees 21
of those in investment advisory functions 20
Private Fund GAV* 0
% High Net Worth 1.96%
SMA’s Yes
Private Funds 0

Adviser Type

- Multi-state adviser

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

99M 85M 71M 57M 43M 28M 14M
2019 2020
Discretionary
Non-discretionary

Private Funds

No private funds

Employees