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SYNERGY FINANCIAL PARTNERS, LLC
CRD 305287 · SEC 801-117436
3773 CHERRY CREEK NORTH DRIVE, SUITE 780, DENVER, CO, 80209, United States
Phone
303-399-9999
Fax
303-501-8710
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$308.7M
Discretionary AUM
$308.7M
Team
5 total employees; 5 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 428 | $136.3M |
| High net worth individuals | 83 | $155.1M |
| Corporations/business entities | 15 | $17.2M |
States served
AZ, CA, CO, NE, TX, FL
All web addresses on file
Official SEC filing: View on IAPD