Synergistic Wealth Management LLC
Synergistic Wealth Management LLC (CRD# 293068) is a financial advisory firm headquartered in Chandler, AZ. They manage $11,540,257 in 37 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Synergistic Wealth Management LLC
By the Numbers
-
Total Assets Under Management12MILLION
-
Total Number of Accounts37ACCOUNTS
-
Average Account Value$311,899
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, TX
Financial Advisors at Synergistic Wealth Management LLC
1
David Ingle (CRD# 6194469) is an Investment Advisor Representative working at Synergistic Wealth Management LLC in Chandler, AZ and has over 10 years of experience in the finance industry.
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