FINANCIAL SYNERGY, INC.

FINANCIAL SYNERGY, INC. is an SEC-registered investment adviser (CRD 122622). Regulatory assets under management: $6.6M.

Registration

• CRD: 122622
• Type: Registered investment adviser
• Phone: 217-621-9010
• Latest filing: 2025-11-05
• Regulatory AUM: $6.6M
• Non-discretionary AUM: $6.6M
• Clients: 1
• Accounts: 10

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 122622 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search