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SYNERGY CAPITAL
SYNERGY CAPITAL OF COLORADO LLC
CRD 334117 · SEC 801-132021
215 W OAK STREET, SUITE 1100, FORT COLLINS, CO, 80521, United States
Phone
970-837-3088
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$98.8M
Discretionary AUM
$98.8M
Team
2 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 32 | $11.3M |
| High net worth individuals | 40 | $64.7M |
| State/municipal entities | 2 | $22.8M |
States served
CO, NE
All web addresses on file
Official SEC filing: View on IAPD