Overview
Assets Under Management: $461 million
Headquarters: ALTAMONTE SPRINGS, FL
High-Net-Worth Clients: 334
Average Client Assets: $887,835
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 334
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 64.30
Average High-Net-Worth Client Assets: $887,835
Total Client Accounts: 2,070
Discretionary Accounts: 1,928
Non-Discretionary Accounts: 142
Regulatory Filings
CRD Number: 305961
Filing ID: 2008395
Last Filing Date: 2025-08-08 18:40:00
Website: https://synergywealthalliance.com