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- Custodian
- Charles Schwab & Company ยท Pershing
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-01-1986
- Office Locations
- 9
Office Locations
About Syndicated Capital, Inc.
Syndicated Capital, Inc. is an RIA serving retail investors, including entrepreneurs and accredited clients, with asset allocation, portfolio construction, retirement and estate planning, and insurance/annuity solutions. Portfolios span global equities, fixed income (including convertible/preferred), real estate partnerships, private company investments, and FDIC-insured CDs, with custody through Pershing and support for portfolio-backed debit cards.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
HEATHER UNA BAINES
Chairman, Chief Executive Officer
- CRD
- --
- Ownership
- Less than 5%
FAITH LEE
Chief Compliance Officer, Municipal Securities Principal, President, Vice President
- CRD
- #2715226
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
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BRADLEY JASON BOECK
Investment Advisor, Owner
- CRD
- #4537399
Julia Rong Cheng
Advisor
- CRD
- #2125753
Showing 2 of 21 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $136,907,945 | $306,282 |
| Non-Discretionary | $5,085,094 | $282,505 |
| Total | $141,993,039 | $305,361 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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