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Building 2SYNCHRONOUS WEALTH ADVISORS LLC

Map pin
Phone(805) 697-5430
NotebookSEC #801-134833
Total AUM
$286.1M
Employees
3
Clients
61

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:30AM TO 5:00PM
Monday - Friday
Phone
(805) 697-5430
Other Offices
1

ReceiptFinancials

Total AUM
$286.1M
Accounts
132
Discretionary
$286.1M
Accounts
132
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
61
AUM
$286.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLNYTX

HandshakeAffiliates

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

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