Synergy Capital Advisors, LLC
Synergy Capital Advisors, LLC (CRD# 140982) is a financial advisory firm headquartered in , . They manage $1,541,903 in 4 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management2MILLION
Total Number of Accounts4ACCOUNTS
Average Account Value$385,476
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Gregory Alves (CRD# 4485600) is an Investment Advisor Representative working at Synergy Capital Advisors, LLC in Spicewood, TX and has over 10 years of experience in the finance industry.