Synergy Wealth Advisors, LLC
Synergy Wealth Advisors, LLC (CRD# 150155) is a financial advisory firm headquartered in , . They manage $17,200,000 in 52 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Synergy Wealth Advisors, LLC
By the Numbers
-
Total Assets Under Management17MILLION
-
Total Number of Accounts52ACCOUNTS
-
Average Account Value$330,769
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
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Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
LA, TX
Financial Advisors at Synergy Wealth Advisors, LLC
1
Charles Jantzi (CRD# 2790352) is an Investment Advisor Representative working at Synergy Wealth Advisors, LLC in Baton Rouge, LA and has over 27 years of experience in the finance industry.
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