Hooper, UT Office
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Synergy FG
Supported
Firm-wide stats for Synergy FG
Clients per advisor
42 TypicalAvg AUM per client
$2,888,124 Very HighHNW client ratio
66% Very HighAbout
Synergy Financial Group provides comprehensive financial planning and discretionary investment management to individuals, trusts, estates, charitable organizations, and small businesses. The firm manages client assets on a discretionary basis and may engage third‑party sub‑advisors to implement portions of client portfolios.
The firm’s investment process combines technical and fundamental analysis with model-based asset allocation and three core strategies (Income, Growth and Growth & Income) that are tailored to each client’s goals and risk tolerance. Portfolios may include derivatives, institutional‑grade real estate, private equity and other direct investments, ETFs and municipal bonds, and the firm may employ borrowing in separately managed accounts and recommend structured or private placement investments when suitable.
Compared with many peers, Synergy operates with a small advisory team overseeing a relatively large asset base and indicates its services are most appropriate for clients with significant investable assets. A principal of the firm is also a licensed insurance agent and the firm may recommend commissionable insurance products in addition to advisory services, a relationship that the brochure discloses as a potential conflict of interest.
Based on Synergy FG
Location
Hooper UT
Advisors at this office
1
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