SYNERGY ESTATE & FINANCIAL GROUP LLC
SYNERGY ESTATE & FINANCIAL GROUP LLC of NAPA, CA is an SEC-registered investment adviser (CRD 111873). Regulatory assets under management: $4.1M.
Registration
- CRD: 111873
- SEC file number: 801-56428
- Type: Registered investment adviser
- 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)
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