Financial Synergies

Financial Synergies (CRD# 105643) is a financial advisory firm headquartered in Houston, TX. They manage $1,288,237,415 in 789 accounts and serve the financial needs of clients across 19 states (or territories).

Current Firm Details

4400 Post Oak Pkwy, Suite 200, Houston, TX 77027

https://www.linkedin.com/company/financial-synergies-asset-management-inc-/

By the Numbers

Total Assets Under Management

1,288

MILLION
Total Number of Accounts

789

ACCOUNTS
Average Account Value

$1,632,747

Compensation Options

A percentage of assets under your management
Fixed fees (other than subscription fees)
Performance-based fees

Advisory Services Offered

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses (other than small businesses) or institutional clients

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, DC, FL, GA, IL, KS, LA, MI, NE, NM, NV, NY, SC, TX

Financial Advisors at Financial Synergies

Showing 11 - 15 of 15 top financial advisors.

11

Adam P. Lawrence

CRD#: 6894235

4400 Post Oak Pkwy, Suite 200, Houston, TX 77027

Adam Lawrence (CRD# 6894235) is an Investment Advisor Representative working at Financial Synergies in Houston, TX and has 1 year of experience in the finance industry.

12

Michael A. Minter

CRD#: 4242438

4400 Post Oak Pkwy, Suite 200, Houston, TX 77027

Michael Minter (CRD# 4242438) is an Investment Advisor Representative working at Financial Synergies in Houston, TX and has 1 year of experience in the finance industry.

13

CRD#: 7774111

4400 Post Oak Pkwy, Suite 200, Houston, TX 77027

Colton Owen (CRD# 7774111) is an Investment Advisor Representative working at Financial Synergies in Houston, TX and has 1 year of experience in the finance industry.

14

CRD#: 7228276

4400 Post Oak Pkwy, Suite 200, Houston, TX 77027

David Wanja (CRD# 7228276) is an Investment Advisor Representative working at Financial Synergies in Houston, TX and has over 4 years of experience in the finance industry.

15

CRD#: 7670265

4400 Post Oak Pkwy, Suite 200, Houston, TX 77027

Joseph Ward (CRD# 7670265) is an Investment Advisor Representative working at Financial Synergies in Houston, TX and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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