Synergy Fg
Firm details
- Headquarters
- ,
- CRD number
- 309961
- Registered since
- August 17, 2020
- Website
- www.synergyfg.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI95.42%
- Individuals4.5%
- Corporations / Businesses0.09%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Synergy Fg is an independent SEC-registered investment adviser (registered in 2020) owned by an individual and focused on serving individuals and families. The firm provides financial planning and portfolio management for individuals and small businesses and also operates as an insurance broker. Its fee arrangements include both a percentage of assets under management and fixed fees. Synergy Fg does not identify as an active ESG investor, is not a pension consultant, and is not structured as a capital allocator to run its own funds.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities34%
- Public Funds/Mutual Funds31%
- Other30%
- Cash & Cash Equivalents3%
- State & Local Bonds1%
Contacts
3 of 3
Stacey Treanor
ParaplannerCRD 4763157
Palash Islam
FounderCRD 4454779
Shannon Irwin
Director of OperationsCRD 6295133
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 52Active vs passive
$36M in ETFs
89%
$31.9M
10%
$4.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $5M | 7,280 | 13.89% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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