Synergy Wealth Advisors, LLC

Synergy Wealth Advisors, LLC (CRD# 150155) is a financial advisory firm headquartered in , . They manage $17,200,000 in 52 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    17
    MILLION
  • Total Number of Accounts
    52
    ACCOUNTS
  • Average Account Value
    $330,769
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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.

LA, TX

Financial Advisors at Synergy Wealth Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Charles Jantzi, financial advisor Baton Rouge LA
Charles L. Jantzi
CRD#: 2790352
Baton Rouge, LA

Charles Jantzi (CRD# 2790352) is an Investment Advisor Representative working at Synergy Wealth Advisors, LLC in Baton Rouge, LA and has over 27 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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