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SYNERGY FG
SYNERGY FINANCIAL GROUP, LTD
CRD 309961 · SEC 801-119295
CA, United States
Phone
888-734-2006 X3
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$364.2M
Discretionary AUM
$364.2M
Team
7 total employees; 3 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Other (specify)
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 43 | $16.4M |
| High net worth individuals | 83 | $347.5M |
States served
CA, NC, WA, TX
All web addresses on file
Official SEC filing: View on IAPD