Synergy Fg

RIASEC RegisteredEst. 2020
Total AUM
$364M
Discretionary
$364M
100% of AUM
Avg account
$530K
Accounts
687
Employees
7
Advisory reps
3

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

FINTRX

Overview

Synergy Fg is an independent registered investment adviser that serves individual and family clients, with portfolio management services for individuals and small businesses. The firm is SEC-registered (since 2020) and owned by an individual principal. Its advisory work is delivered alongside insurance brokerage activity; fee arrangements include both percentage-of-AUM billing and fixed fees. Synergy Fg is not characterized as an active ESG investor and does not present itself as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 34%, Public Funds/Mutual Funds 31%, Other 30%, Cash & Cash Equivalents 3%, State & Local Bonds 1%, Derivatives 1%34%
  • Exchange Traded Equities34%
  • Public Funds/Mutual Funds31%
  • Other30%
  • Cash & Cash Equivalents3%
  • State & Local Bonds1%

Contacts

3 of 3
  • Stacey Treanor

    Stacey Treanor

    ParaplannerCRD 4763157

  • Palash Islam

    Palash Islam

    FounderCRD 4454779

  • Shannon Irwin

    Shannon Irwin

    Director of OperationsCRD 6295133

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 49

Active vs passive

$34.1M in ETFs

Passive

85%

$29M

Active

13%

$5.2M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD 500 INDEX FUND (VOO)VanguardPassiveLarge Blend$4.4M7,29612.78%
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Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth