$364.2M Total AUM
$364.2M Disc. AUM
-- 3Y CAGR
7 Employees
126 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Pershing
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-17-2020
- Office Locations
- 3
Office Locations
-- Charlotte NC
-- Hooper UT
-- SAN Ramon CA
About Synergy FG
SYNERGY FG is a retail-focused RIA providing financial planning and discretionary portfolio management, including estate planning and insurance coordination. The firm emphasizes asset allocation and risk management, with portfolios heavily ETF-based and complemented by mutual funds and fixed income. Clients access planning via an eMoney dashboard and performance reporting through a web portal; custody includes Charles Schwab and Pershing.
Team overview
46 AVG AGE
$121.4M AVG AUM / ADVISOR
$2.9M AVG AUM / CLIENT
4.1 yrs AVG TENURE
7 Employees
3 Advisory Reps
3 RIA Reps
5yrs Firm Age
Insights
Available
Available
Available
Available
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Owner & Executives
P
PALASH SAMIUL ISLAM
Managing Member
- CRD
- #4454779
- Ownership
- 75% or more
Available
Available
Available
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S
SHANNON NOELLE IRWIN
Broker
- CRD
- #6295133
Available
Available
Available
S
STACEY ANN TREANOR
--
- CRD
- #4763157
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $364,214,340 | $530,152 |
| Non-Discretionary | $0 | -- |
| Total | $364,214,340 | $530,152 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Other:
Available Cash:
Available Derivatives:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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