Zynergy Retirement Planning

RIASEC Registered
Total AUM
$173M
Discretionary
$173M
100% of AUM
Avg account
$293K
Accounts
591
Employees
6
Advisory reps
6

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

FINTRX

Overview

Zynergy Retirement Planning LLC is an independent registered investment adviser that focuses on financial planning and portfolio management for individuals and small businesses. The firm is registered with the SEC (registered in 2023) and is owned by an individual. Its client base is primarily individual and family households, and it charges a mix of percentage-of-assets and fixed fees. Zynergy reports no active ESG investing program and does not describe itself as a capital allocator or multi-state adviser in the source material.

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 95%, US Government Bonds 2%, Public Funds/Mutual Funds 2%, Non-Exchange Traded Equities 1%, Cash & Cash Equivalents 1%95%
  • Exchange Traded Equities95%
  • US Government Bonds2%
  • Public Funds/Mutual Funds2%
  • Non-Exchange Traded Equities1%
  • Cash & Cash Equivalents1%

Contacts

3 of 6
  • Martin Scott

    Martin Scott

    Lead PlannerCRD 4937442

  • Ryan Zacharczyk

    Ryan Zacharczyk

    PresidentCRD 4587387

  • Matthew Perri

    Matthew Perri

    Associate PlannerCRD 7767786

Unlock 3 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 21

Active vs passive

$183M in ETFs

Passive

100%

$183M

Active

0%

$183K

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$44.5M58,11224.29%
Unlock additional holdings →

Location

Primary office

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

RIA

Red Bank, NJ

AUM $164MTEAM 4REPS 3

Stembrook Asset Management, LLC

RIA

Red Bank, NJ

AUM $148MTEAM 2REPS 2

Millington Securities, LLC

RIA

Red Bank, NJ

AUM $141MTEAM 6REPS 1

Alexander Capital Wealth Management LLC

RIA

Red Bank, NJ

AUM $238MTEAM 36REPS 37

Delta Capital Management LLC

RIA

Red Bank, NJ

AUM $240MTEAM 4REPS 3

Garden State Retirement Specialists, LLC

RIA

Red Bank, NJ

AUM $109MTEAM 3REPS 3
More RIAs in Red Bank →All New Jersey RIAs →

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth