FINANCIAL SYNERGISTICS GROUP, INC.

FINANCIAL SYNERGISTICS GROUP, INC. of TUSTIN, CA is an SEC-registered investment adviser (CRD 305267).

Registration

• CRD: 305267
• Type: Registered investment adviser
• Location: 180 E. MAIN STREET, SUITE 206, TUSTIN, CA, 92780
• Phone: 949-329-3408
• Latest filing: 2026-02-23
• Clients: 5

Business model

Compensation: Hourly, Fixed, Other.

Clients served: Individuals, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 305267 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search