| Name | Title | Ownership | Since |
|---|---|---|---|
| Palash Samiul Islam Control | Chief Compliance Officer | Over 75% | 2020 |
| Palash Samiul Islam Control | Managing Member | Over 75% | 2007 |
Synergy Financial Group, Ltd reports $274.3 million in regulatory assets under management on its Form ADV.
Synergy Financial Group, Ltd reports 5 employees.
Synergy Financial Group, Ltd is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Phone | 888-734-2006 X3 |
| Office hours | 8a.m. - 5p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
| Discretionary | $273.1M |
| Non-discretionary | $1.2M |
| Total (RAUM) | $274.3M |