Be advised. This firm is no longer registered.

Synergy Financial Strategies, LLC

Synergy Financial Strategies, LLC (CRD# 145412) is a financial advisory firm headquartered in Woodland Hills, CA. They manage $7,579,364 in 24 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
4919 Topanga Canyon Blvd., Woodland Hills, CA 91364
By the Numbers
  • Total Assets Under Management
    8
    MILLION
  • Total Number of Accounts
    24
    ACCOUNTS
  • Average Account Value
    $315,807
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.

CA

Financial Advisors at Synergy Financial Strategies, LLC
No Advisor Found.

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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