ZYNERGY RETIREMENT PLANNING
CRD #143861 SEC #801-129005 RED BANK, NJ 732-784-2380
SEC Registered
Total AUM
$152.2M
Discretionary
$152.2M
Employees
6
Clients
101
Accounts
593
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $152.2M | $152.2M | $0 | 6 | 8 |
| May 2025 | $152.2M | $152.2M | $0 | 6 | 8 |
| May 2025 | $152.2M | $152.2M | $0 | 6 | 8 |
| May 2025 | $143.2M | $143.2M | $0 | 6 | 8 |
| May 2025 | $143.2M | $143.2M | $0 | 6 | 8 |
| May 2025 | $143.2M | $143.2M | $0 | 6 | 8 |
| Mar 2025 | $143.2M | $143.2M | $0 | 6 | 8 |
| Jan 2025 | $143.2M | $143.2M | $0 | 7 | 8 |
| Jan 2025 | $143.2M | $143.2M | $0 | 7 | 8 |
| Jan 2025 | $143.3M | $143.3M | $0 | 7 | 4 |
| Nov 2024 | $143.3M | $143.3M | $0 | 8 | 4 |
| Nov 2024 | $143.3M | $143.3M | $0 | 7 | 4 |
| Oct 2024 | $143.3M | $143.3M | $0 | 7 | 4 |
| Jul 2024 | $131M | $131M | $0 | 7 | 4 |
| Jul 2024 | $131M | $131M | $0 | 7 | 4 |
| Jul 2024 | $131M | $131M | $0 | 7 | 4 |
| Jun 2024 | $131M | $131M | $0 | 7 | 4 |
| Jun 2024 | $131M | $131M | $0 | 7 | 4 |
| Jun 2024 | $131M | $131M | $0 | 7 | 4 |
| May 2024 | $131M | $131M | $0 | 4 | 4 |
| Apr 2024 | $131M | $131M | $0 | 4 | 4 |
| Mar 2024 | $131M | $131M | $0 | 3 | 4 |
| Nov 2023 | $116.3M | $116.3M | $0 | 3 | 198 |
| Oct 2023 | $116.3M | $116.3M | $0 | 3 | 198 |
| Oct 2023 | $116.3M | $116.3M | $0 | 4 | 198 |
DateNov 2025
Total AUM$152.2M
Discretionary$152.2M
Non-Disc.$0
Employees6
Clients8
DateMay 2025
Total AUM$152.2M
Discretionary$152.2M
Non-Disc.$0
Employees6
Clients8
DateMay 2025
Total AUM$152.2M
Discretionary$152.2M
Non-Disc.$0
Employees6
Clients8
DateMay 2025
Total AUM$143.2M
Discretionary$143.2M
Non-Disc.$0
Employees6
Clients8
DateMay 2025
Total AUM$143.2M
Discretionary$143.2M
Non-Disc.$0
Employees6
Clients8
DateMay 2025
Total AUM$143.2M
Discretionary$143.2M
Non-Disc.$0
Employees6
Clients8
DateMar 2025
Total AUM$143.2M
Discretionary$143.2M
Non-Disc.$0
Employees6
Clients8
DateJan 2025
Total AUM$143.2M
Discretionary$143.2M
Non-Disc.$0
Employees7
Clients8
DateJan 2025
Total AUM$143.2M
Discretionary$143.2M
Non-Disc.$0
Employees7
Clients8
DateJan 2025
Total AUM$143.3M
Discretionary$143.3M
Non-Disc.$0
Employees7
Clients4
DateNov 2024
Total AUM$143.3M
Discretionary$143.3M
Non-Disc.$0
Employees8
Clients4
DateNov 2024
Total AUM$143.3M
Discretionary$143.3M
Non-Disc.$0
Employees7
Clients4
DateOct 2024
Total AUM$143.3M
Discretionary$143.3M
Non-Disc.$0
Employees7
Clients4
DateJul 2024
Total AUM$131M
Discretionary$131M
Non-Disc.$0
Employees7
Clients4
DateJul 2024
Total AUM$131M
Discretionary$131M
Non-Disc.$0
Employees7
Clients4
DateJul 2024
Total AUM$131M
Discretionary$131M
Non-Disc.$0
Employees7
Clients4
DateJun 2024
Total AUM$131M
Discretionary$131M
Non-Disc.$0
Employees7
Clients4
DateJun 2024
Total AUM$131M
Discretionary$131M
Non-Disc.$0
Employees7
Clients4
DateJun 2024
Total AUM$131M
Discretionary$131M
Non-Disc.$0
Employees7
Clients4
DateMay 2024
Total AUM$131M
Discretionary$131M
Non-Disc.$0
Employees4
Clients4
DateApr 2024
Total AUM$131M
Discretionary$131M
Non-Disc.$0
Employees4
Clients4
DateMar 2024
Total AUM$131M
Discretionary$131M
Non-Disc.$0
Employees3
Clients4
DateNov 2023
Total AUM$116.3M
Discretionary$116.3M
Non-Disc.$0
Employees3
Clients198
DateOct 2023
Total AUM$116.3M
Discretionary$116.3M
Non-Disc.$0
Employees3
Clients198
DateOct 2023
Total AUM$116.3M
Discretionary$116.3M
Non-Disc.$0
Employees4
Clients198