CAPITAL SYNERGY PARTNERS, INC. of IRVINE, CA is an SEC-registered investment adviser (CRD 148733). Regulatory assets under management: $102.3M.
Compensation: % of AUM, Hourly, Fixed, Other.
Clients served: Individuals, High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| EIDAROUS REYHEENA MARIA | FINOP | — |
| RAPP WILLIAM GEORGE | PRESIDENT, CCO & AMLCP | — |
| RIPIC STEPHEN ANDREW | PRINCIPAL | — |
| SNIDER RONALD EDWARD | PRINICPAL | — |
| HOLDEN ANDREW ALAN | TRUSTEE; TRUSTEE & PRINCIPAL | — |
| Ronald Edward Snider | PRINICPAL | — |
| Andrew Alan Holden | TRUSTEE; TRUSTEE & PRESIDENT | — |
| Reyheena Maria Eidarous | FINOP | — |
| Timothy Roy Staley | CHIEF COMPLIANCE OFFICER & AML OFFICER | — |
| Matthew Austin Gandy | PRINCIPAL | — |
| City | State | Employees | Phone |
|---|---|---|---|
| TORRENCE | CA | 2 | 310-354-2958 |
| OMAHA | NE | 1 | 402-505-9494 |
| — | — | 1 | 323-944-0489 |
| SCOTTSDALE | AZ | 1 | 480-391-2005 |
| SCOTTSDALE | AZ | 1 | 480-473-9301 |
| CHARLOTTE | NC | 1 | 704-995-4606 |
| LINCOLN | NE | 1 | 1-402-403-5135 |
| GREENWOOD | IN | 1 | 317-743-1800 |
| TUCSON | AZ | 1 | 520-745-5585 |
| OMAHA | NE | 1 | 402-715-5798 |
| — | — | 1 | 702-221-4161 |
| — | — | 1 | 847-757-2772 |