Julia Rong Cheng

CFP

Syndicated Capital, INC.

34 Years of Experience

3 DisclosuresBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement Planning

Syndicated Capital, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

14 advisors

Number of Clients

393 clients

Average Client Portfolio

$313K average

Assets Under Management

$123.0M

Fee Structure

Minimum Investment:None

Financial Planning:Investment management only

Location

133-10 39th Avenue, Flushing, NY, 11354

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History

Regulatory History (3)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

June 2016

Denied

Customer Dispute

March 2010

Settled

Customer Dispute

July 2001

Denied

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Julia is involved with several businesses, including Alltime Consulting Group, Julia Cheng Wealth Management and Estate Planning (both as a DBA and Inc.), and Pacific Bridge Insurance Services, Inc. These roles involve insurance sales, financial planning, marketing, and management, taking up a significant portion of Julia's time.