Synergistic Group LLC

Synergistic Group LLC (CRD# 158699) is a financial advisory firm headquartered in , . They serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Synergistic Group LLC
Showing 1 - 1 of 1 top financial advisors.
Eric E. Malmstrom
CRD#: 4272246
Frankfort, IL

Eric Malmstrom (CRD# 4272246) is an Investment Advisor Representative working at Synergistic Group LLC in Frankfort, IL and has over 2 years of experience in the finance industry.

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