SYNERGY FINANCIAL GROUP, LTD
Doing business as SYNERGY FG. SEC Form ADV profile.
Total regulatory AUM
$364,214,340
Discretionary
$364,214,340
Non-discretionary
$0
Firm details
- CRD number
- 309961
- SEC file number
- 801-119295
- Employees
- 7
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.