SYNERGY FINANCIAL GROUP OF ARIZONA, LLC

SCOTTSDALE, Arizona·2 registered advisors·CRD# 153675
SEC# 801-71423480-264-6070
01

Firm Overview

AUM
$71M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
Compensation
Percentage of AUM
03

Specialties

Financial PlanningInvestment ManagementRetirement PlanningFee-Only Advisory
04

Advisors at SYNERGY FINANCIAL GROUP OF ARIZONA, LLC

2 registered advisors
Jenna Renee Thornton
SCOTTSDALE, Arizona
Richard Kelly Shields
SCOTTSDALE, Arizona
05

Office Locations

SCOTTSDALE, Arizona
2 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. SYNERGY FINANCIAL GROUP OF ARIZONA, LLC (CRD# 153675) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.