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Building 2SYNERGY FINANCIAL GROUP OF ARIZONA, LLC

Map pinSCOTTSDALE, AZ
Phone480-264-6070
NotebookSEC #801-71423
Total AUM
$70.8M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8283 N. HAYDEN RD.
SUITE 249
SCOTTSDALE
AZ 85258
United States
Operating Hours
8:00-5:00
Monday - Friday
Phone
480-264-6070

ReceiptFinancials

Total AUM
$70.8M
Accounts
573
Discretionary
$69.5M
Accounts
568
Non-Discretionary
$1.3M
Accounts
5

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Violation FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-Desist
State Registrations
AZTX

HandshakeAffiliates

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

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