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SYMBIOTIC CAPITAL
10100 Santa Monica Blvd
Floor 15
Los Angeles, California 90067
Tel: 424-313-1550
About SYMBIOTIC CAPITAL
SYMBIOTIC CAPITAL, formally registered with the SEC as SYMBIOTIC CAPITAL. The firm was established in 07/28/2023. They have over 1 offices throughout the country.
SYMBIOTIC CAPITAL is a Los Angeles, California based Financial Planning firm with nearly $252,499,111 assets under management, offering retirement planning & investment advisory services to 2 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 325844 |
| SEC# | 801-128442 |
| Assets Managed by Firm | $252,499,111 |
| No. of Clients | 2 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Performance Based
- Other (FEE INCOME)
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2 | $252,499,111 |
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