Overview
Assets Under Management: $220 million
High-Net-Worth Clients: 64
Average Client Assets: $4 million
Frequently Asked Questions
SYNERGY FINANCIAL GROUP, LTD is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #309961), SYNERGY FINANCIAL GROUP, LTD is subject to fiduciary duty under federal law.
SYNERGY FINANCIAL GROUP, LTD serves 64 high-net-worth clients according to their SEC filing dated February 23, 2024. View client details ↓
According to their SEC Form ADV, SYNERGY FINANCIAL GROUP, LTD offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
SYNERGY FINANCIAL GROUP, LTD manages $220 million in client assets according to their SEC filing dated February 23, 2024.
According to their SEC Form ADV, SYNERGY FINANCIAL GROUP, LTD serves high-net-worth individuals. View client details ↓
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