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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-01-2023
- Office Locations
- 1
Office Locations
About Synergy Capital
Synergy Capital of Colorado LLC is an SEC-registered RIA serving Colorado public agencies (towns, cities, and special districts), managing reserve assets with government-backed, high-quality fixed-income strategies designed for safety, liquidity, and reliable income. The firm also advises business owners and private clients with institutional investment access and a custom planning-led approach, including its Synergy Capital Yield Bridge framework and ongoing reporting; client access is via Fidelity.
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Accredited Investors
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Owner & Executives
MICHAEL K WARNE
Managing Member
- CRD
- #4596780
- Ownership
- 75% or more
Tracy Powell-Warne
Chief Compliance Officer, Managing Member
- CRD
- --
- Ownership
- 5% but less than 10%
Showing 2 of 2 owners & executives
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Angela CHRISTIE Hemmes
Director of Operations
- CRD
- #4469647
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $98,808,607 | $463,890 |
| Non-Discretionary | $0 | -- |
| Total | $98,808,607 | $463,890 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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