| Name | Title | Ownership | Since |
|---|---|---|---|
| Michela Marie Zacharczyk Control | Chief Compliance Officer | Under 5% | 2024 |
| Ryan Patrick Zacharczyk Control | President | Over 75% | 2007 |
Zynergy Retirement Planning reports $143.2 million in regulatory assets under management on its Form ADV.
Zynergy Retirement Planning reports 6 employees.
Zynergy Retirement Planning is based in Red Bank, NJ and has been SEC-registered since 2023.
Zynergy Retirement Planning is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $143.2M |
| Non-discretionary | $0 |
| Total (RAUM) | $143.2M |