FINANCIAL SYNERGIES ADVISORY, LTD.
CRD #104970 SEC #801-15509 HOUSTON, TX 713-623-6600
SEC Registered
Total AUM
$159.5M
Discretionary
$116.1M
Employees
5
Clients
51
Accounts
176
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2006 | $78.5M | $70.4M | $8.1M | 5 | -- |
| Jun 2005 | $159.5M | $116.1M | $43.4M | 5 | -- |
| Jun 2005 | $159.5M | $116.1M | $43.4M | 5 | -- |
| Jun 2005 | $159.5M | $116.1M | $43.4M | 5 | -- |
| Jun 2005 | $159.5M | $116.1M | $43.4M | 5 | -- |
| May 2004 | $123.3M | $123.3M | $0 | 5 | -- |
| Mar 2002 | $58M | $58M | $0 | 5 | -- |
DateMar 2006
Total AUM$78.5M
Discretionary$70.4M
Non-Disc.$8.1M
Employees5
Clients--
DateJun 2005
Total AUM$159.5M
Discretionary$116.1M
Non-Disc.$43.4M
Employees5
Clients--
DateJun 2005
Total AUM$159.5M
Discretionary$116.1M
Non-Disc.$43.4M
Employees5
Clients--
DateJun 2005
Total AUM$159.5M
Discretionary$116.1M
Non-Disc.$43.4M
Employees5
Clients--
DateJun 2005
Total AUM$159.5M
Discretionary$116.1M
Non-Disc.$43.4M
Employees5
Clients--
DateMay 2004
Total AUM$123.3M
Discretionary$123.3M
Non-Disc.$0
Employees5
Clients--
DateMar 2002
Total AUM$58M
Discretionary$58M
Non-Disc.$0
Employees5
Clients--