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Home > Retirement Planners > new jersey > red bank > ZYNERGY RETIREMENT PLANNING
ZYNERGY RETIREMENT PLANNING
10 Nj-35
Red Bank, New Jersey 07701
Tel: (732) 822-9719
About ZYNERGY RETIREMENT PLANNING
ZYNERGY RETIREMENT PLANNING, formally registered with the SEC as ZYNERGY RETIREMENT PLANNING. The firm was established in 11/03/2023. They have over 1 offices throughout the country.
ZYNERGY RETIREMENT PLANNING is a Red Bank, New Jersey based Financial Planning firm with nearly $143,246,426 assets under management, offering retirement planning & investment advisory services to 606 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 143861 |
| SEC# | 801-129005 |
| Assets Managed by Firm | $143,246,426 |
| No. of Clients | 606 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other (TAX SERVICES)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 606 | $143,246,426 |
| Individuals (other than high net worth individuals) | 129 | $82,258,477 |
| High net worth individuals | 47 | $60,987,949 |
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