RIA Intelligence

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

Firm Details

Organization Type
Corporation
State of Formation
California
Fiscal Year End
SEPTEMBER
Registration Date
--
Latest Filing
Dec 11, 2019
Branch Offices
18

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
EIDAROUS, REYHEENA MARIAIFINOPNA
EIDAROUS, REYHEENA MARIAIFINOPNA
EIDAROUS, REYHEENA MARIAIFINOPNA
HOLDEN, ANDREW ALANITRUSTEE & PRINCIPALNA Control
HOLDEN, ANDREW ALANITRUSTEE & PRINCIPALNA Control
HOLDEN, ANDREW ALANITRUSTEE & PRINCIPALNA Control
RIPIC, STEPHEN ANDREWIPRINCIPALNA Control
RIPIC, STEPHEN ANDREWIPRINCIPALNA Control
RIPIC, STEPHEN ANDREWIPRINCIPALNA Control
SNIDER, RONALD EDWARDIPRINICPALNA
SNIDER, RONALD EDWARDIPRINICPALNA
SNIDER, RONALD EDWARDIPRINICPALNA
ANDREW A. HOLDEN FAMILY TRUST 12/20/2000DEOWNERE
ANDREW A. HOLDEN FAMILY TRUST 12/20/2000DEOWNERE
ANDREW A. HOLDEN FAMILY TRUST 12/20/2000DEOWNERE
RAPP, WILLIAM GEORGEIPRESIDENT, CCO & AMLCPA Control
RAPP, WILLIAM GEORGEIPRESIDENT, CCO & AMLCPA Control
RAPP, WILLIAM GEORGEIPRESIDENT, CCO & AMLCPA Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
HOLDEN, ANDREW ALANIANDREW A. HOLDEN FAMILY TRUST 12/2000E
HOLDEN, ANDREW ALANIANDREW A. HOLDEN FAMILY TRUST 12/2000E

Registrations

Federal

IA
Dec 11, 2019 REGISTERED

Address

4400 MACARTHUR BLVD., SUITE 850
NEWPORT BEACH, CA 92660
United States
Phone: 949-442-7413