1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2SYNERGY FG

Map pin
Phone888-734-2006 X3
NotebookSEC #801-119295
Total AUM
$364.2M
Employees
7
Clients
127

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8AM - 5PM
BY APPOINTMENT
Phone
888-734-2006 X3
Other Offices
2

ReceiptFinancials

Total AUM
$364.2M
Accounts
687
Discretionary
$364.2M
Accounts
687
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
43
AUM
$16.4M
HNW Individual Clients
83
AUM
$347.5M
Corporation or Business Clients
1
AUM
$310.7K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CANCTXWA

HandshakeAffiliates

View all affiliates →

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

Feature requires an account