SYNDICATED CAPITAL, INC.
DIAMOND BAR, CA

Syndicated Capital, Inc. is a prominent wealth management firm headquartered in Santa Monica, California since 1991. The company extends its services nationwide with branch locations across the United States and focuses on building consistent growth by adhering to its foundational principle of aligning client goals with tailored products and services. Under the leadership of experienced officers like Faith Lee (President), Kaiying Lee (Executive Director), and Pamela Kim (Secretary), Syndicated Capital, Inc. provides expert advice from a team supervised by over a dozen principals. The firm assists clients ranging from wealth accumulators to those who rely on their savings for income. This service is supported by partnerships with industry-leading organizations like FINRA and SIPC, while client assets are securely held in custody through Pershing LLC which offers advanced systems supporting comprehensive financial services. Syndicated Capital caters both personal wealth management clients—each paired with a dedicated adviser—and corporate finance clients, utilizing an experienced team that crafts attractive growth solutions. Operating within a competitive landscape that includes companies like PIA—a multi-billion dollar investment advisory giant—and ANH—an NYSE-listed real estate investment trust focusing on mortgage-backed securities—Syndicated Capital maintains its relevance through diverse and strategic financial advice. The company is authorized as a Registered Investment Adviser in several states, including CA, OH, HI, NJ, OR, PA, VA, and WA. For detailed information about Syndicated Capital’s services and commitments, please visit their website at [syndicatedcapital.com](http://www.syndicatedcapital.com). The firm is duly registered under the state of California with a filed number F01000003812 and marked its most recent corporate event as reinstatement on October 2, 2008. Its headquarters are located at PO Box 274, Brea, CA 92822.