THE SYNDICATE GROUP, INC.

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
PALOS VERDES ESTATES, California
CRD number
298881

Firm profile

FINTRX

Overview

The Syndicate Group, Inc. operates as a corporation focused on investment management, although specific details about its investment activities and preferences are not disclosed. The firm does not classify itself under any standard categories and does not appear to engage in capital allocation or provide pension consulting services. The client base and fee structure remain unspecified, indicating a level of privacy in their operations. The firm is not recognized as an active ESG investor and does not operate as a multi-state adviser or related adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • CHAD CARDENAS

    CEOCRD 6512088

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

PALOS VERDES ESTATES, CA

LOS ANGELES

Location

PALOS VERDES ESTATES, CA

Headquartered in PALOS VERDES ESTATES, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
LOS ANGELES
Address
2558 Via Tejon
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth