Overview
Assets Under Management: $152 million
Headquarters: RED BANK, NJ
High-Net-Worth Clients: 51
Average Client Assets: $2 million
Frequently Asked Questions
ZYNERGY RETIREMENT PLANNING 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 #143861), ZYNERGY RETIREMENT PLANNING is subject to fiduciary duty under federal law.
ZYNERGY RETIREMENT PLANNING is headquartered in RED BANK, NJ.
ZYNERGY RETIREMENT PLANNING serves 51 high-net-worth clients according to their SEC filing dated November 11, 2025. View client details ↓
According to their SEC Form ADV, ZYNERGY RETIREMENT PLANNING offers financial planning and portfolio management for individuals. View all service details ↓
ZYNERGY RETIREMENT PLANNING manages $152 million in client assets according to their SEC filing dated November 11, 2025.
According to their SEC Form ADV, ZYNERGY RETIREMENT PLANNING serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 51
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 65.77
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 593
Discretionary Accounts: 593
Regulatory Filings
CRD Number: 143861
Filing ID: 2025453
Last Filing Date: 2025-11-11 09:36:08
Website: 0