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Building 2FINANCIAL SYNERGIES ADVISORY, LTD.

Map pinHOUSTON, TX
Phone281-745-9091
NotebookSEC #801-15509
Total AUM
$78.5M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1177 W LOOP SOUTH, STE 1400
HOUSTON
TX 77027-9086
USA
Operating Hours
8:30 AM TO 5:00 PM
Monday - Friday
Phone
281-745-9091

ReceiptFinancials

Total AUM
$78.5M
Accounts
101
Discretionary
$70.4M
Accounts
92
Non-Discretionary
$8.1M
Accounts
9

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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