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| Keyboard |
| Synergy Capital of Colorado LLC
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|
|---|---|
| CRD # | 334117 |
| SEC # | 801-132021 |
| CIK # | |
| AUM | 98.8 M (2026-02-26) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| 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 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Financial Counseling Inc
✚
|
OH | 100.1 M |
|
Retire Ready Wealth Management LLC
✚
|
PA | 100.1 M |
|
Grupp Financial LLC
✚
|
WY | 100.1 M |
|
Chamberlain Lane Capital LLC
✚
|
TN | 100.0 M |
|
Sundowner Capital Management LLC
✚
|
99.7 M | |
|
Lake Road Advisors LLC
✚
|
NY | 98.8 M |
|
Investor's Advantage LLC
✚
|
98.7 M | |
|
Luther Forest Wealth Advisors LLC
✚
|
NY | 98.6 M |
|
LPK Investment Group LLP
✚
|
NY | 98.0 M |
|
Ormonde USA LLC
✚
|
97.7 M |