CAPITAL SYNERGY PARTNERS, INC.
Legal name: CAPITAL SYNERGY PARTNERS
CRD #148733 SEC #801-117828 NEWPORT BEACH, CA 949-442-7413
SEC Registered Broker-Dealer
Total AUM
$99.2M
Discretionary
$0
Employees
21
Clients
1
Accounts
618
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2020 | $99.2M | $0 | $99.2M | 21 | 0 |
| Dec 2019 | $99.2M | $0 | $99.2M | 21 | 0 |
| Nov 2019 | $99.2M | $0 | $99.2M | 21 | 0 |
DateMay 2020
Total AUM$99.2M
Discretionary$0
Non-Disc.$99.2M
Employees21
Clients0
DateDec 2019
Total AUM$99.2M
Discretionary$0
Non-Disc.$99.2M
Employees21
Clients0
DateNov 2019
Total AUM$99.2M
Discretionary$0
Non-Disc.$99.2M
Employees21
Clients0