Synergy Financial Partners, LLC

Synergy Financial Partners, LLC (CRD# 305287) is a financial advisory firm headquartered in Denver, CO. They manage $221,720,947 in 1,198 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
3773 Cherry Creek North Drive, Suite 780, Denver, CO 80209
http://www.sfpdenver.com/
By the Numbers
  • Total Assets Under Management
    222
    MILLION
  • Total Number of Accounts
    1,198
    ACCOUNTS
  • Average Account Value
    $185,076
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.

AZ, CO, FL, NE, TX

Financial Advisors at Synergy Financial Partners, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Robert Fillmore, financial advisor Denver CO
Robert G. Fillmore
CRD#: 836493
3773 Cherry Creek North Drive, Suite 780, Denver, CO 80209

Robert Fillmore (CRD# 836493) is an Investment Advisor Representative working at Synergy Financial Partners, LLC in Denver, CO and has over 25 years of experience in the finance industry.

2
Phil Jacobson, financial advisor Denver CO
Phil L. Jacobson
CRD#: 4172462
3773 Cherry Creek North Drive, Suite 780, Denver, CO 80209

Phil Jacobson (CRD# 4172462) is an Investment Advisor Representative working at Synergy Financial Partners, LLC in Denver, CO and has over 22 years of experience in the finance industry.

3
Lary Weintraub, financial advisor Denver CO
Lary M. Weintraub
CRD#: 2304018
3773 Cherry Creek North Drive, Suite 780, Denver, CO 80209

Lary Weintraub (CRD# 2304018) is an Investment Advisor Representative working at Synergy Financial Partners, LLC in Denver, CO 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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