SYNERGY FINANCIAL PARTNERS, LLC
SEC Form ADV profile.
Total regulatory AUM
$308,697,230
Discretionary
$308,697,230
Non-discretionary
$0
Firm details
- CRD number
- 305287
- SEC file number
- 801-117436
- Main office
- DENVER, CO, United States
- Employees
- 5
- SEC status
- Approved
- Website
- http://www.sfpdenver.com/
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.