TrueAdvisor
TrueAdvisor
KL
KL

K Pamela Lee

Syndicated Capital, INC.
15 Years of Experience
Broker
View SEC Summary
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

21671 Gateway Center Drive, Suite 111, Diamond Bar, CA, 91765

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Syndicated Capital, INC.
March 2014 - Present · 11 yrs 11 mos
Syndicated Capital, INC.Broker
July 2010 - Present · 15 yrs 7 mos
State Registrations25 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.