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Building 2SYNERGY INVESTMENT GROUP, LLC

Map pinKANNAPOLIS, NC
Phone704-333-7637
NotebookSEC #801-68315
Total AUM
$20.8M
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2622 DALE EARNHARDT BOULEVARD
KANNAPOLIS
NC 28083
United States
Operating Hours
8:30AM TO 5:00PM
Monday - Friday
Phone
704-333-7637

ReceiptFinancials

Total AUM
$20.8M
Accounts
158
Discretionary
$20.8M
Accounts
158
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
SRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
ALARAZCACOFLGAILKSMANCNENJNYOHPASCTXUTWA

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

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