SYNERGY FINANCIAL GROUP, LTD

SYNERGY FINANCIAL GROUP, LTD is an SEC-registered investment adviser (CRD 309961). Regulatory assets under management: $364.2M.

Registration

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (2)

NameRoleLocation
Palash Samiul IslamCHIEF COMPLIANCE OFFICER; MANAGING MEMBER
ISLAM PALASH SAMIULCHIEF COMPLIANCE OFFICER; MANAGING MEMBER; MANAGNG MEMBER

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