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ZYNERGY RETIREMENT PLANNING
CRD 143861 · SEC 801-129005
10 NJ-35, RED BANK, NJ, 07701, United States
Phone
732-784-2380
Fax
732-676-7873
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$173.0M
Discretionary AUM
$173.0M
Team
6 total employees; 3 advisory reps; 10 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)TAX SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 120 | $64.0M |
| High net worth individuals | 52 | $109.0M |
States served
NJ, NY, NC, PA, TX, FL
All web addresses on file
- http://linkedin.com/company/zynergy-retirement-planning
- https://player.fm/series/3686448
- https://www.zynergyretirement.com/
- https://www.youtube.com/user/ZynergyRetirement
- https://iheart.com/podcast/289420527
- http://instagram.com/zynergyretirement
- https://music.amazon.com/podcasts/1e6dfe97-7159-4c08-a280-18eefc4ca9c4
- https://open.spotify.com/show/3QrYH1quLJg43VbfCMMYAq
- https://podcasts.apple.com/us/podcast/retirement-gps-navigated-by-zynergy/id1833343341
- https://www.podbean.com/podcast-app-iphone-android-mobile
- https://www.listennotes.com/podcasts/retirement-gps-navigated-by-zynergy-zynergy-zlb6qop5RcT
- http://facebook.com/zynergyretirement
- https://www.podchaser.com/podcasts/retirement-gps-navigated-by-zy-6184526
Official SEC filing: View on IAPD