Synergy Wealth Management, LLC
Synergy Wealth Management, LLC (CRD# 174633) is a financial advisory firm headquartered in Grand Rapids, MI. They manage $100,108,797 in 601 accounts and serve the financial needs of clients across 2 states (or territories).
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Total Assets Under Management100MILLION
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Total Number of Accounts601ACCOUNTS
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Average Account Value$166,570
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
MI, TX
Ryan Huyser (CRD# 4997525) is an Investment Advisor Representative working at Synergy Wealth Management, LLC in Grand Rapids, MI and has over 18 years of experience in the finance industry.
Fredrick Iacovoni (CRD# 2674856) is an Investment Advisor Representative working at Synergy Wealth Management, LLC in Grand Rapids, MI and has over 28 years of experience in the finance industry.
Tyler Kotlarz (CRD# 6220392) is an Investment Advisor Representative working at Synergy Wealth Management, LLC in Grand Rapids, MI and has over 10 years of experience in the finance industry.