| 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 |
Synergy Financial Partners, LLC reports $280 million in regulatory assets under management on its Form ADV.
Synergy Financial Partners, LLC reports 5 employees.
Synergy Financial Partners, LLC is based in Denver, CO and has been SEC-registered since 2019.
Synergy Financial Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $280M |
| Non-discretionary | $0 |
| Total (RAUM) | $280M |