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| Synergy Financial Group Ltd
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|---|---|
| CRD # | 309961 |
| SEC # | 801-119295 |
| CIK # | 0002053786, 0001905669, 0001699080 |
| AUM | 364.2 M (2026-03-31) |
| Employees | 7 (43% Investors, 0% Brokers) |
| Phone | 88873420063 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 0.1 | ||
| Nvidia Corp | 0.0 | ||
| Apple Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| Broadcom Inc | 0.0 | ||
| Facebook Inc | 0.0 | ||
| ARCA Biopharma Inc | 0.0 | ||
| Visa Inc | 0.0 | ||
| Costco Wholesale Corp /NEW | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 43 | 16.4 |
| (b) Individuals (high net worth individuals) | 83 | 347.5 |
| (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 | 0 | 0.0 |
| (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 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 687 | 364.2 |
| By Discretionary | ||
| Discretionary | 687 | 364.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 687 | 364.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 20.6 | |
| United States Persons | 343.6 | |
| Total | 687 | 364.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001699080] | |
| 13F-HR | [0001905669] | |
| 13F-HR | [0002053786] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
T Anton Investment House Inc
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|
WI | 366.6 M |
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Shira Ridge Wealth Management
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Royal Oak Financial Group
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OH | 366.0 M |
|
Prairiewood Capital LLC
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ND | 365.4 M |
|
FPC Investment Advisory Inc
✚
|
CA | 364.6 M |
|
TL Private Wealth LLC
✚
|
TX | 364.5 M |
|
Solitude Financial Services Inc
✚
|
VA | 363.5 M |
|
Crestmont Private Wealth LLC
✚
|
TX | 363.0 M |
|
Pace Financial Advisors Inc
✚
|
OR | 362.1 M |
|
Briggs Wealth Management Inc
✚
|
CT | 362.0 M |