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- Custodian
- Fidelity/NFS ยท LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-04-2019
- Office Locations
- 2
Office Locations
About Synergy Financial Partners, LLC
Synergy Financial Partners is a comprehensive financial planning firm based in Denver serving clients across the Rocky Mountain region and beyond. The team develops research-driven plans for families and business owners, and can carry through implementation with portfolio construction using ETFs and mutual funds, focused on asset allocation and risk management. Supports tax, estate and retirement planning; operates on Fidelity/NFS and LPL platforms.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
PHIL L JACOBSON
Chief Compliance Officer, Managing Member, Partner
- CRD
- #4172462
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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ROBERT G FILLMORE
Partner
- CRD
- #836493
RICHARD JASON LEVINE
Partner
- CRD
- #2893622
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $308,697,230 | $267,966 |
| Non-Discretionary | $0 | -- |
| Total | $308,697,230 | $267,966 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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