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 | — |