Overview
Assets Under Management: $280 million
Headquarters: DENVER, CO
High-Net-Worth Clients: 110
Average Client Assets: $2 million
Frequently Asked Questions
SYNERGY FINANCIAL PARTNERS, LLC 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 #305287), SYNERGY FINANCIAL PARTNERS, LLC is subject to fiduciary duty under federal law.
SYNERGY FINANCIAL PARTNERS, LLC is headquartered in DENVER, CO.
SYNERGY FINANCIAL PARTNERS, LLC serves 110 high-net-worth clients according to their SEC filing dated March 21, 2025. View client details ↓
According to their SEC Form ADV, SYNERGY FINANCIAL PARTNERS, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
SYNERGY FINANCIAL PARTNERS, LLC manages $280 million in client assets according to their SEC filing dated March 21, 2025.
According to their SEC Form ADV, SYNERGY FINANCIAL PARTNERS, LLC 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: 110
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 61.98
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,915
Discretionary Accounts: 1,915
Regulatory Filings
CRD Number: 305287
Filing ID: 1959258
Last Filing Date: 2025-03-21 08:09:00
Website: https://sfpdenver.com