Synergy Fg

Synergy Fg (CRD# 309961) is a financial advisory firm headquartered in San Ramon, CA. They manage $220,078,970 in 529 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
2710 Crow Canyon Rd, #1065, San Ramon, CA 94583
http://www.linkedin.com/synergyfg
By the Numbers
  • Total Assets Under Management
    220
    MILLION
  • Total Number of Accounts
    529
    ACCOUNTS
  • Average Account Value
    $416,028
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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
The map below shows states where this firm has explicit registration only.

CA, TX, UT, WA

Financial Advisors at Synergy Fg
Showing 1 - 3 of 3 top financial advisors.
1
Chelsea Hodl, financial advisor San Ramon CA
Chelsea A. Hodl
CRD#: 6723013
San Ramon, CA

Chelsea Hodl (CRD# 6723013) is an Investment Advisor Representative working at Synergy Fg in San Ramon, CA and has over 7 years of experience in the finance industry.

2
Shannon Irwin, financial advisor Hooper UT
Shannon N. Irwin
CRD#: 6295133
Hooper, UT

Shannon Irwin (CRD# 6295133) is an Investment Advisor Representative working at Synergy Fg in Hooper, UT and has over 9 years of experience in the finance industry.

3
Palash Islam, financial advisor San Ramon CA
Palash S. Islam
CRD#: 4454779
San Ramon, CA

Palash Islam (CRD# 4454779) is an Investment Advisor Representative working at Synergy Fg in San Ramon, CA and has over 22 years 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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