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SYNERGY FINANCIAL PARTNERS, LLC
3773 Cherry Creek North Drive
Suite 780
Denver, Colorado 80209
Tel: 303-399-9999
About SYNERGY FINANCIAL PARTNERS, LLC
SYNERGY FINANCIAL PARTNERS, LLC, formally registered with the SEC as SYNERGY FINANCIAL PARTNERS, LLC. The firm was established in 10/04/2019. They have over 2 offices throughout the country.
SYNERGY FINANCIAL PARTNERS, LLC is a Denver, Colorado based Financial Planning firm with nearly $221,720,947 assets under management, offering retirement planning & investment advisory services to 1198 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 305287 |
| SEC# | 801-117436 |
| Assets Managed by Firm | $221,720,947 |
| No. of Clients | 1198 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1198 | $221,720,947 |
| Individuals (other than high net worth individuals) | 658 | $113,781,768 |
| High net worth individuals | 278 | $104,736,887 |
| Corporations or other businesses | 13 | $3,202,292 |
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