SYNERGY FINANCIAL GROUP OF ARIZONA, LLC
CRD #153675 SEC #801-71423 SCOTTSDALE, AZ 480-264-6070
SEC Registered
Total AUM
$70.8M
Discretionary
$69.5M
Employees
6
Clients
101
Accounts
573
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2012 | $70.8M | $69.5M | $1.3M | 6 | 200 |
| Mar 2012 | $70.8M | $69.5M | $1.3M | 6 | 200 |
| Mar 2012 | $70.8M | $69.5M | $1.3M | 6 | 200 |
| May 2011 | $56.6M | $56.5M | $93.5K | 5 | -- |
| Apr 2011 | $56.6M | $56.5M | $93.5K | 5 | -- |
| Jan 2011 | $46.1M | $43.8M | $2.4M | 5 | -- |
| Aug 2010 | $46.1M | $43.8M | $2.4M | 5 | -- |
| Jun 2010 | $0 | $0 | $0 | 5 | -- |
| May 2010 | $0 | $0 | $0 | 5 | -- |
| Apr 2010 | $0 | $0 | $0 | 5 | -- |
DateMar 2012
Total AUM$70.8M
Discretionary$69.5M
Non-Disc.$1.3M
Employees6
Clients200
DateMar 2012
Total AUM$70.8M
Discretionary$69.5M
Non-Disc.$1.3M
Employees6
Clients200
DateMar 2012
Total AUM$70.8M
Discretionary$69.5M
Non-Disc.$1.3M
Employees6
Clients200
DateMay 2011
Total AUM$56.6M
Discretionary$56.5M
Non-Disc.$93.5K
Employees5
Clients--
DateApr 2011
Total AUM$56.6M
Discretionary$56.5M
Non-Disc.$93.5K
Employees5
Clients--
DateJan 2011
Total AUM$46.1M
Discretionary$43.8M
Non-Disc.$2.4M
Employees5
Clients--
DateAug 2010
Total AUM$46.1M
Discretionary$43.8M
Non-Disc.$2.4M
Employees5
Clients--
DateJun 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateMay 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateApr 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--