SYNERGY FINANCIAL PARTNERS, LLC

DENVER, Colorado·2 registered advisors·CRD# 305287
SEC# 801-1174361303-399-9999
01

Firm Overview

AUM
$222M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

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

Specialties

Financial PlanningInvestment Management
04

Advisors at SYNERGY FINANCIAL PARTNERS, LLC

2 registered advisors
Phil L Jacobson
DENVER, Colorado
Richard Jason Levine
DENVER, Colorado
05

Office Locations

DENVER, Colorado
2 advisors

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Data sourced from SEC Form ADV filings. SYNERGY FINANCIAL PARTNERS, LLC (CRD# 305287) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.