# SYNERGY ESTATE & FINANCIAL GROUP LLC

SYNERGY ESTATE & FINANCIAL GROUP LLC of NAPA, CA is an SEC-registered investment adviser.

## Registration

- CRD: 111873
- Type: SEC-registered investment adviser
- SEC file number: 801-56428
- Location: 1766 3RD ST SUITE C, NAPA, CA, 98335
- Phone: 707-254-9400
- Latest filing: 2001-03-26
- Regulatory AUM: $4.1M
- Non-discretionary AUM: $4.1M
- Clients: 1
- Accounts: 27

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| [BUTLER MICHAEL JAMES](https://search.stillhousedata.com/person/782931) | PRESIDENT | — |
| [DIAMOND DAVID ALAN](https://search.stillhousedata.com/person/782932) | VICE PRESIDENT & CFO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/111873/brochure
- Similar advisers: https://search.stillhousedata.com/firm/111873/similar
- Related entities: https://search.stillhousedata.com/firm/111873/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/111873

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.