$6.6M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
22 ADV. Clients
31 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail
- Platforms
- Vector peak
- Established Date
- 09-15-1994
- Office Locations
- 1
Office Locations
2110 Clearlake Blvd. Suite 101 Champaign IL
About Financial Synergy, Inc.
Financial Synergy, Inc. is an Illinois-based RIA providing financial consulting, tax preparation, and strategic planning for individuals and small businesses, and serving as an outside consultant to other licensed advisors and their clients. The firm’s managed portfolios are primarily ETF-based. Led by Enrolled Agent Dave Marrone, it operates largely via secure web-based meetings and emphasizes ongoing continuing education.
Team overview
-- AVG AGE
$6.6M AVG AUM / ADVISOR
$300.0K AVG AUM / CLIENT
28.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
31yrs Firm Age
Insights
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Services
Fusion Oak Timber
Technology
Pathway value
Owner & Executives
D
DAVID ALLEN MARRONE
Advisor, President
- CRD
- #1354715
- Ownership
- 75% or more
(655) 679-3684
signal.prime@alphacapital.com
in linkedin.com/in/momentum-value
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $6,600,000 | -- |
| Total | $6,600,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $6,600,000
Equity - Exchange:
17.7% Cash:
82.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $261,989,686 | 17.7% |
| Cash | $1,218,178,029 | 82.3% |
| Total | $1,480,167,715 | 100.0% |