SYZYGY FINANCIAL LLC

SYZYGY FINANCIAL LLC of IRVINE, CA is an SEC-registered investment adviser (CRD 154896). Regulatory assets under management: $776K. This firm reports disciplinary history on Form ADV.

Registration

• CRD: 154896
• Type: Registered investment adviser
• Location: 7545 IRVINE CENTER DRIVE, IRVINE, CA, 92618
• Phone: 714-609-3589
• Latest filing: 2026-06-02
• Regulatory AUM: $776K
• Discretionary AUM: $776K
• Clients: 1
• Accounts: 11

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Pooled vehicles.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 154896 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search