S
$20.0M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
45 ADV. Clients
17 yrs Firm Age
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- Custodian
- First Clearing ยท Trade-PMR
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-25-2009
- Office Locations
- 1
Office Locations
-- Baton Rouge LA
About Synergy Wealth Advisors, LLC
Synergy Wealth Advisors, LLC is a Baton Rouge-based RIA. The firm has been operating for 17 years. Managing $20.0M in total assets under management, with 1 advisory representatives. They custody assets with First Clearing and Trade-PMR.
Team overview
50 AVG AGE
$20.0M AVG AUM / ADVISOR
$444.4K AVG AUM / CLIENT
16.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
17yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
C
CHARLES LESTER JANTZI
Chief Compliance Officer, President
- CRD
- #2790352
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $20,000,000 | -- |
| Total | $20,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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