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Building 2SYNERGY ESTATE & FINANCIAL GROUP LLC

Map pinNAPA, CA
Phone707-254-9400
NotebookSEC #801-56428
Total AUM
$4.1M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1766 3RD ST SUITE C
NAPA
CA 98335
USA
Operating Hours
8 A.M. TO 5 P.M.
Monday - Friday
Phone
707-254-9400

ReceiptFinancials

Total AUM
$4.1M
Accounts
27
Discretionary
$0
Accounts
0
Non-Discretionary
$4.1M
Accounts
27

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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

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