Synergy Financial Strategies, LLC

Synergy Financial Strategies, LLC (CRD# 145412) is a financial advisory firm headquartered in , . They manage $7,600,174 in 12 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Synergy Financial Strategies, LLC
Showing 1 - 1 of 1 top financial advisors.
Charles T. Wong
CRD#: 5180483
Woodland Hills, CA

Charles Wong (CRD# 5180483) is an Investment Advisor Representative working at Synergy Financial Strategies, LLC in Woodland Hills, CA and has over 12 years of experience in the finance industry.

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