Synchronous Wealth Advisors LLC
Synchronous Wealth Advisors LLC (CRD# 317161) is a financial advisory firm headquartered in , . They manage $6,121,281 in 9 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Synchronous Wealth Advisors LLC
By the Numbers
-
Total Assets Under Management6MILLION
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Total Number of Accounts9ACCOUNTS
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Average Account Value$680,142
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Synchronous Wealth Advisors LLC
1
Michael Dibernardo (CRD# 7467680) is an Investment Advisor Representative working at Synchronous Wealth Advisors LLC in Solvang, CA and has over 2 years of experience in the finance industry.
2
Shane Sideris (CRD# 6097241) is an Investment Advisor Representative working at Synchronous Wealth Advisors LLC in Solvang, CA and has over 10 years of experience in the finance industry.
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