Investment adviser · CRD 153675

SYNERGY FINANCIAL GROUP OF ARIZONA, LLC

Investment adviser filing (IA)

SCOTTSDALE, AZ, United States · Form ADV filed Mar 23, 2012

Regulatory AUM
$70.8M
Form ADV · Item 5.F
Client accounts
573
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 23, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management · Pooled investment vehicle management · Selection of other advisers

Compensation

Percentage of assets

Principal office

8283 N. HAYDEN RD., SUITE 249
SCOTTSDALE, AZ, 85258, United States

CRD 153675

Filing source

Form ADV 629503 · Mar 23, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.