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Building 2SYNERGY WEALTH MANAGEMENT, LLC

Map pinGRAND RAPIDS, MI
Phone616-285-7818
NotebookSEC #801-134324
Total AUM
$127.1M
Employees
3
Clients
283

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
660 CASCADE W. PARKWAY SE
SUITE 250
GRAND RAPIDS
MI 49546
United States
Operating Hours
8:30 TO 5 PM
Monday - Friday
Phone
616-285-7818

ReceiptFinancials

Total AUM
$127.1M
Accounts
604
Discretionary
$126.2M
Accounts
603
Non-Discretionary
$864.7K
Accounts
1

ContactClients

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Individual Clients
240
AUM
$55.4M
HNW Individual Clients
42
AUM
$62.5M
Pension/Profit Sharing Plan Clients
1
AUM
$9.2M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MITX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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