ZYNERGY RETIREMENT PLANNING
SEC Form ADV profile.
Total regulatory AUM
$173,000,000
Discretionary
$173,000,000
Non-discretionary
$0
Firm details
- CRD number
- 143861
- SEC file number
- 801-129005
- Main office
- RED BANK, NJ, United States
- Employees
- 6
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.