Prihlásiť sa Zaregistrujte sa zadarmo

Synergy Financial Group Of Arizona, LLC (Scottsdale)


Synergy Financial Group Of Arizona, LLC is an adviser based in Scottsdale. It manages $70.79 million of regulatory assets for 573 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of Arizona and Texas.

Logo



Synergy Financial Group Of Arizona provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and selection of other advisers. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Synergy Financial Group Of Arizona: assets under management

The assets under management (AUM) of Synergy Financial Group Of Arizona, LLC is $70.79 million. The firm's AUM has grown by 54% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $69.54 million in discretionary accounts and $1.26 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $122.42 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $251.46 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Synergy Financial Group Of Arizona, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Scottsdale

The principal office where Synergy Financial Group Of Arizona, LLC performs its advisory services is located at 8283 N. Hayden Rd., Scottsdale, AZ 85258, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 480-264-6070 or by fax 480-264-6149. The normal business hours are 8:00-5:00 on Monday - Friday. You can find more information about the New York firm at synergyfinancialgroupaz.com.


Registered investment advisers similar to Synergy Financial Group Of Arizona, LLC