FINANCIAL SYNERGISTICS GROUP, INC.

Phone

949-329-3408

Fax

949-377-3268

Registration

— (—)

Source

State registered

Total AUM

—

Discretionary AUM

—

Team

5 total employees; 0 advisory reps

Clients

1-10

Fees

Hourly charges; Fixed fees; SOLICITATION/PROMOTER OF CLIENTS TO OTHER RIAS IN CA, AZ & TX

Org form

Corporation

Filing date

2026-02-23

Disciplinary history

No