SYNERGY FINANCIAL GROUP OF ARIZONA, LLC
SYNERGY FINANCIAL GROUP OF ARIZONA, LLC of SCOTTSDALE, AZ is an SEC-registered investment adviser (CRD 153675). Regulatory assets under management: $70.8M.
Registration
- CRD: 153675
- SEC file number: 801-71423
- Type: Registered investment adviser
- Location: 8283 N. HAYDEN RD., SUITE 249, SCOTTSDALE, AZ, 85258
- Phone: 480-264-6070
- Latest filing: 2012-03-23
- Regulatory AUM: $70.8M
- Discretionary AUM: $69.5M
- Non-discretionary AUM: $1.3M
- Clients: 6
- Accounts: 573
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| THORNTON THOMASINA RENEE | MEMBER | — |
| SHIELDS RICHARD KELLY | MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER; MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | — |
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