Synergy Financial Partners, LLC
● SEC registered since 2019CRD 305287SEC# 801-117436Denver, CO
Reg. AUM
$308.7M
Employees
5
Accounts
1,152
Location
Denver, CO
Synergy Financial Partners, LLC assets under management
Synergy Financial Partners, LLC is a registered investment adviser overseen by the SEC based in Denver, CO. The firm has been registered since 2019. It reports $308.7 million in regulatory assets under management and employs 5 people.
Synergy Financial Partners, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Phil L Jacobson Control | Managing Member/Chief Compliance Officer | Over 75% | 2019 |
| Richard J. Levine Financial Solutions, Inc Control | Member | 25-50% | 2020 |
| Richard Jason Levine Control | Owner | Over 75% | 2020 |
Frequently asked questions
How much does Synergy Financial Partners, LLC manage?
Synergy Financial Partners, LLC reports $308.7 million in regulatory assets under management on its Form ADV.
How many employees does Synergy Financial Partners, LLC have?
Synergy Financial Partners, LLC reports 5 employees.
Where is Synergy Financial Partners, LLC located?
Synergy Financial Partners, LLC is based in Denver, CO and has been SEC-registered since 2019.
Does Synergy Financial Partners, LLC disclose fund performance?
Synergy Financial Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3773 Cherry Creek North Drive, Suite 780, Denver, CO 80209 |
| Phone | 303-399-9999 |
| Fax | 303-501-8710 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$308.7M▲ 10%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 61%
Larger than 39% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$308.7Mregulatory AUM
Discretionary $308.7M