Synergy Financial Strategies, LLC
Synergy Financial Strategies, LLC (CRD# 145412) is a financial advisory firm headquartered in , . They manage $7,989,711 in 9 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management8MILLION
Total Number of Accounts9ACCOUNTS
Average Account Value$887,746
- 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)
Charles Wong (CRD# 5180483) is an Investment Advisor Representative working at Synergy Financial Strategies, LLC in Woodland Hills, CA and has over 10 years of experience in the finance industry.