Adviser Profile
| As of Date | 10/23/2026 |
| Registration status | Registration Changed to CAPITAL SYNERGY PARTNERS, INC. |
| ADV Location | IRVINE, CA, United States |
| Contact Info | 949 xxxxxxx |
| Websites |
| AUM* | 102,342,673 15% |
| of that, discretionary | 0 |
| Number of Employees | 46 119% |
| of those in investment advisory functions | 13 -38% |
| Private Fund GAV* | 0 |
| Avg Account Size | 309,192 34% |
| % High Net Worth | 34.44% 45% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
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
1
1
1
1
Private Funds
No private funds