SYNERGY FINANCIAL PARTNERS, LLC of DENVER, CO is an SEC-registered investment adviser (CRD 305287). Regulatory assets under management: $308.7M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| Phil L Jacobson | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
| Richard Jason Levine | OWNER | — |
| LEVINE SETH JASON | MANAGING MEMBER; OWNER | — |
| JACOBSON PHIL L | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| — | — | 1 | 303-501-8701 |
| — | — | 1 | 303-501-8701 |