# SYNERGY FINANCIAL GROUP OF ARIZONA, LLC

SYNERGY FINANCIAL GROUP OF ARIZONA, LLC of SCOTTSDALE, AZ is an SEC-registered investment adviser.

## Registration

- CRD: 153675
- Type: SEC-registered investment adviser
- SEC file number: 801-71423
- 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/153675/brochure
- Similar advisers: https://search.stillhousedata.com/firm/153675/similar
- Related entities: https://search.stillhousedata.com/firm/153675/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/153675

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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.