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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