$775.8K Total AUM
$775.8K Disc. AUM
-- 3Y CAGR
1 Employees
11 ADV. Clients
15 yrs Firm Age
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- Custodian
- Interactive Brokers ยท LPL Financial
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-04-2011
- Office Locations
- 1
Office Locations
7545 Irvine Center Drive Suite 200 Irvine CA
About Syzygy Financial LLC
Syzygy Financial LLC is a Newport Beach, CA registered investment adviser providing investment management and financial planning for retail clients. Portfolios are built to navigate short-term volatility while targeting long-term outcomes, with a strong ETF orientation and custody through Interactive Brokers.
Team overview
-- AVG AGE
$775.8K AVG AUM / ADVISOR
$70.5K AVG AUM / CLIENT
15.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
Insights
Available
Available
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Available
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Available
Available
Available
Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
JOSHUA ALLEN IVERSEN
Chief Compliance Officer, President, Solutions Analyst
- CRD
- #1876353
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $775,831 | -- |
| Non-Discretionary | $0 | -- |
| Total | $775,831 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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