Be advised. This firm is no longer registered.

Synergy Financial Group Of Arizona, LLC

Synergy Financial Group Of Arizona, LLC (CRD# 153675) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $28,450,000 in 275 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    28
    MILLION
  • Total Number of Accounts
    275
    ACCOUNTS
  • Average Account Value
    $103,455
Compensation Options
  • A percentage of assets under your management
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.

AZ

Financial Advisors at Synergy Financial Group Of Arizona, LLC
No Advisor Found.
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