K
Lee
Syndicated Capital, Inc
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About this Advisor
K Lee is a financial advisor based in Diamond Bar, California, working with Syndicated Capital, Inc. K Lee has previously held positions at various schools. K Lee has passed the Series 66 regulatory exam and is registered to provide services in California, New Jersey, Pennsylvania, Virginia, and Washington. Currently, K Lee is part of Syndicated Capital, Inc, which operates out of Diamond Bar, California. The firm has 6 offices and 12 employees. The firm manages assets totaling $115.3 million and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Syndicated Capital, Inc includes asset-based, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Syndicated Capital, Inc Brokerage Details
$115,319,317
12
436
$264,494
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
K Lee Work History
Various Schools
Disclosures
Please visit the SEC profile of K Lee to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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Diamond Bar, CA
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