Overview
Assets Under Management: $220 million
High-Net-Worth Clients: 64
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 64
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 90.44
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 529
Discretionary Accounts: 527
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 309961
Last Filing Date: 2024-02-23 00:00:00
Website: https://synergyfg.com