SYZYGY FINANCIAL LLC

Overview

Syzygy Financial LLC operates as a small, owner-managed independent registered investment adviser that focuses on individual and family clients. The firm charges clients by a percentage of assets under management and also offers hourly billing for certain services. Its advisory menu emphasizes financial planning and portfolio management for individuals, small businesses, and business or institutional clients. Syzygy does not identify as an active ESG investor, does not act as a capital allocator, and is not presented as a multi-state or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices