ZYNERGY RETIREMENT PLANNING

ZYNERGY RETIREMENT PLANNING of RED BANK, NJ is an SEC-registered investment adviser (CRD 143861). Regulatory assets under management: $173.0M.

Registration

• CRD: 143861
• SEC file number: 801-129005
• Type: Registered investment adviser
• Location: 10 NJ-35, RED BANK, NJ, 07701
• Phone: 732-784-2380
• Latest filing: 2026-06-03
• Regulatory AUM: $173.0M
• Discretionary AUM: $173.0M
• Clients: 6
• Accounts: 591

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Other.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 143861 on SEC IAPD (source of record)
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