Zynergy Retirement Planning
Firm details
- Headquarters
- Red Bank, New Jersey
- CRD number
- 143861
- Registered since
- November 3, 2023
- Website
- www.zynergyretirement.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI63.01%
- Individuals36.99%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Zynergy Retirement Planning is an independent, SEC‑registered registered investment adviser organized as an LLC. The firm, owned by an individual, focuses on serving individual and family clients with financial planning and portfolio management for individuals and small businesses. Compensation is a mix of percentage‑of‑AUM and fixed fees. Zynergy does not position itself as a capital allocator, it does not identify as an active ESG investor, and it is not registered as a multi‑state adviser, pension consultant, or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities95%
- US Government Bonds2%
- Public Funds/Mutual Funds2%
- Non-Exchange Traded Equities1%
- Cash & Cash Equivalents1%
Contacts
3 of 4
Michela Zacharczyk
ParaplannerCRD 7819349
Grace Gallagher
Assistant PlannerCRD 7819348
Matthew Perri
Associate PlannerCRD 7767786
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 22Active vs passive
$180M in ETFs
100%
$180M
0%
$180K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $44.6M | 59,539 | 24.73% |
Location
Red Bank, NJ
Monmouth
Location
Red Bank, NJ
Headquartered in Red Bank, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Monmouth
- Address
- 10 Nj35
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
RDM Capital Associates Inc
RIARed Bank, NJ
Stembrook Asset Management, LLC
RIARed Bank, NJ
Millington Securities, LLC
RIARed Bank, NJ
Alexander Capital Wealth Management LLC
RIARed Bank, NJ
Delta Capital Management LLC
RIARed Bank, NJ
Garden State Retirement Specialists, LLC
RIARed Bank, NJ