|
⚲
|
| Zynergy Retirement Planning
✚
|
|
|---|---|
| CRD # | 143861 |
| SEC # | 801-129005 |
| CIK # | |
| AUM | $173.0 M (2026-06-03) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 732-784-2380 |
| Address | 10 Nj35 Red Bank, NJ 07701 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 120 | 64.0 |
| (b) Individuals (high net worth individuals) | 52 | 109.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 591 | 173.0 |
| By Discretionary | ||
| Discretionary | 591 | 173.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 591 | 173.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 173.0 | |
| Total | 591 | 173.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Pinafore Wealth Counsel Inc
✚
|
NC | 0.2 |
|
Paradigm Capital Management LLC
✚
|
NV | 0.2 |
|
Tilden Loucks & Woodnorth LLC
✚
|
IL | 0.2 |
|
Innis Investments LLC
✚
|
0.2 | |
|
Leibman Financial Servces Inc
✚
|
NE | 0.2 |
|
Shuttleworth & Company
✚
|
OH | 0.2 |
|
Liberty Asset Management Inc
✚
|
IL | 0.2 |
|
Walnut Private Equity Partners LLC
✚
|
NE | 0.2 |
|
Aeternitas Investment Management LLC
✚
|
PA | 0.2 |
|
Vannoy Advisory Group Inc
✚
|
TX | 0.2 |