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).
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Total Assets Under Management222MILLION
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Total Number of Accounts1,198ACCOUNTS
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Average Account Value$185,076
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, CO, FL, NE, TX
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.
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.
Lary Weintraub (CRD# 2304018) is an Investment Advisor Representative working at Synergy Financial Partners, LLC in Denver, CO and has over 23 years of experience in the finance industry.