Synergy Capital Advisors, LLC
Synergy Capital Advisors, LLC (CRD# 140982) is a financial advisory firm headquartered in , . They manage $1,871,010 in 4 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Synergy Capital Advisors, LLC
By the Numbers
-
Total Assets Under Management2MILLION
-
Total Number of Accounts4ACCOUNTS
-
Average Account Value$467,753
Compensation Options
- A percentage of assets under your management
- Performance-based fees
Advisory Services Offered
- 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.
CA, TX
Financial Advisors at Synergy Capital Advisors, LLC
1
Gregory Alves (CRD# 4485600) is an Investment Advisor Representative working at Synergy Capital Advisors, LLC in Round Rock, TX and has over 17 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.