Synergy Financial Group, Ltd
● SEC registered since 2020CRD 309961SEC# 801-119295
Reg. AUM
$364.2M
Employees
7
Accounts
687
Location
—
Synergy Financial Group, Ltd assets under management
Synergy Financial Group, Ltd is an investment advisory firm registered with the SEC. The firm has been registered since 2020. It reports $364.2 million in regulatory assets under management and employs 7 people.
Synergy Financial Group, Ltd owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Palash Samiul Islam Control | Managing Member | Over 75% | 2007 |
| Palash Samiul Islam Control | Chief Compliance Officer | Over 75% | 2020 |
Frequently asked questions
How much does Synergy Financial Group, Ltd manage?
Synergy Financial Group, Ltd reports $364.2 million in regulatory assets under management on its Form ADV.
How many employees does Synergy Financial Group, Ltd have?
Synergy Financial Group, Ltd reports 7 employees.
Does Synergy Financial Group, Ltd disclose fund performance?
Synergy Financial Group, Ltd is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 888-734-2006 X3 |
| Office hours | 8a.m. - 5p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$364.2M▲ 33%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 57%
Larger than 43% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$364.2Mregulatory AUM
Discretionary $364.2M