|
⚲
|
| Synergy Capital of Colorado LLC
✚
|
|
|---|---|
| CRD # | 334117 |
| SEC # | 801-132021 |
| CIK # | |
| AUM | $98.8 M (2026-02-26) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 970-837-3088 |
| Address | 215 W Oak Street Fort Collins, CO 80521 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 32 | 11.3 |
| (b) Individuals (high net worth individuals) | 40 | 64.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 2 | 22.8 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 213 | 98.8 |
| By Discretionary | ||
| Discretionary | 213 | 98.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 213 | 98.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 98.8 | |
| Total | 213 | 98.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Financial Counseling Inc
✚
|
OH | 0.1 |
|
Retire Ready Wealth Management LLC
✚
|
PA | 0.1 |
|
Grupp Financial LLC
✚
|
WY | 0.1 |
|
Chamberlain Lane Capital LLC
✚
|
TN | 0.1 |
|
Sundowner Capital Management LLC
✚
|
0.1 | |
|
Lake Road Advisors LLC
✚
|
NY | 0.1 |
|
Investor's Advantage LLC
✚
|
0.1 | |
|
Luther Forest Wealth Advisors LLC
✚
|
NY | 0.1 |
|
LPK Investment Group LLP
✚
|
NY | 0.1 |
|
Ormonde USA LLC
✚
|
0.1 |