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Building 2SYNERGY FINANCIAL PARTNERS, LLC

Map pinDENVER, CO
Phone303-399-9999
NotebookSEC #801-117436
Total AUM
$308.7M
Employees
5
Clients
526

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3773 CHERRY CREEK NORTH DRIVE
SUITE 780
DENVER
CO 80209
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
303-399-9999
Other Offices
1

ReceiptFinancials

Total AUM
$308.7M
Accounts
1,152
Discretionary
$308.7M
Accounts
1,152
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
428
AUM
$136.3M
HNW Individual Clients
83
AUM
$155.1M
Corporation or Business Clients
15
AUM
$17.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLNETX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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