We are headquartered in Santa Monica, California since 1991 with branch locations throughout the country. We are a member of FINRA and SIPC. Wealth Management client assets are held in custody through Pershing LLC which continues to provide state of the art systems to our advisers as well as comprehensive products and statements to our clients.
We are also affiliated with Pacific Income Advisers (PIA) and Anworth Mortgage Asset Corporation (ANH). PIA is a multi-billion dollar institutional investment advisory firm. ANH is an NYSE listed real estate investment trust (“ANH”). Anworth invests primarily in Agency adjustable-rate and fixed-rate mortgage-backed agency securities.
Syndicated Capital, Inc. continues to enjoy consistent growth in client base by following our basic principle of helping clients achieve their goals by offering them the right products and services. Our experienced and knowledgeable advisers are supervised by more than a dozen practicing principals. We have the expertise to service a range of investors from wealth accumulators to those who live off of their accumulated wealth.
Some of our wealth management clients use a specific component of our services, while others entrust us with developing the strategies for the management and preservation of their investment wealth.
For our corporate finance clients, we offer the benefits of our corporate finance staff’s many years of experience in providing M&A advice, fairness opinions and creative capital raising for private and public companies.