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Building 2SYNERGY CAPITAL

Map pinFORT COLLINS, CO
Phone970-837-3088
NotebookSEC #801-132021
Total AUM
$98.8M
Employees
2
Clients
74

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
215 W OAK STREET
SUITE 1100
FORT COLLINS
CO 80521
United States
Operating Hours
8:30 AM - 5:30 PM
Monday - Friday
Phone
970-837-3088

ReceiptFinancials

Total AUM
$98.8M
Accounts
213
Discretionary
$98.8M
Accounts
213
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
32
AUM
$11.3M
HNW Individual Clients
40
AUM
$64.7M
Government Entity Clients
2
AUM
$22.8M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CONE

HandshakeAffiliates

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

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