Synergy Fg
Synergy Fg (CRD# 309961) is a financial advisory firm headquartered in San Ramon, CA. They manage $220,078,970 in 529 accounts and serve the financial needs of clients across 4 states (or territories).
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Total Assets Under Management220MILLION
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Total Number of Accounts529ACCOUNTS
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Average Account Value$416,028
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, TX, UT, WA
Chelsea Hodl (CRD# 6723013) is an Investment Advisor Representative working at Synergy Fg in San Ramon, CA and has over 7 years of experience in the finance industry.
Shannon Irwin (CRD# 6295133) is an Investment Advisor Representative working at Synergy Fg in Hooper, UT and has over 9 years of experience in the finance industry.
Palash Islam (CRD# 4454779) is an Investment Advisor Representative working at Synergy Fg in San Ramon, CA and has over 22 years of experience in the finance industry.