Zynergy Retirement Planning
● SEC registered since 2023CRD 143861SEC# 801-129005Red Bank, NJ
Reg. AUM
$173M
Employees
6
Accounts
591
Location
Red Bank, NJ
Zynergy Retirement Planning assets under management
Zynergy Retirement Planning is an investment advisory firm registered with the SEC based in Red Bank, NJ. The firm has been registered since 2023. It reports $173 million in regulatory assets under management and employs 6 people.
Zynergy Retirement Planning owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Michela Marie Zacharczyk Control | Chief Compliance Officer | Under 5% | 2024 |
| Ryan Patrick Zacharczyk Control | President | Over 75% | 2007 |
Frequently asked questions
How much does Zynergy Retirement Planning manage?
Zynergy Retirement Planning reports $173 million in regulatory assets under management on its Form ADV.
How many employees does Zynergy Retirement Planning have?
Zynergy Retirement Planning reports 6 employees.
Where is Zynergy Retirement Planning located?
Zynergy Retirement Planning is based in Red Bank, NJ and has been SEC-registered since 2023.
Does Zynergy Retirement Planning disclose fund performance?
Zynergy Retirement Planning is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 10 Nj-35, Red Bank, NJ 07701 |
| Phone | 732-784-2380 |
| Fax | 732-676-7873 |
| Office hours | 8:30-5:00 |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$173M▲ 21%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 79%
Larger than 21% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$173Mregulatory AUM
Discretionary $173M