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

Building 2ZYNERGY RETIREMENT PLANNING

Map pinRED BANK, NJ
Phone732-784-2380
NotebookSEC #801-129005
Total AUM
$173M
Employees
7
Clients
172

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10 NJ-35
RED BANK
NJ 07701
United States
Operating Hours
8:30-5:00
Monday - Friday
Phone
732-784-2380

ReceiptFinancials

Total AUM
$173M
Accounts
591
Discretionary
$173M
Accounts
591
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
120
AUM
$64M
HNW Individual Clients
52
AUM
$109M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
TAX SERVICES
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNCNJNYPATX

HandshakeAffiliates

View all affiliates →

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

Feature requires an account