SYNERGY FINANCIAL PARTNERS, LLC
CRD #305287 SEC #801-117436 DENVER, CO 303-399-9999
SEC Registered
Total AUM
$280M
Discretionary
$280M
Employees
5
Clients
0
Accounts
1,915
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $280M | $280M | $0 | 5 | 0 |
| Mar 2025 | $221.7M | $84.5M | $137.2M | 5 | 0 |
| Mar 2024 | $221.7M | $84.5M | $137.2M | 5 | 0 |
| Oct 2023 | $148.9M | $144.5M | $4.4M | 5 | 0 |
| Jun 2023 | $148.9M | $144.5M | $4.4M | 5 | 0 |
| Mar 2023 | $148.9M | $144.5M | $4.4M | 5 | 0 |
| Mar 2022 | $152.4M | $152.4M | $0 | 5 | 0 |
| Oct 2021 | $172.2M | $172.2M | $0 | 5 | 0 |
| May 2021 | $172.2M | $172.2M | $0 | 5 | 0 |
| Mar 2021 | $172.2M | $172.2M | $0 | 5 | 0 |
| Nov 2020 | $121M | $121M | $0 | 5 | 0 |
| Sep 2020 | $121M | $121M | $0 | 5 | 0 |
| Jun 2020 | $121M | $121M | $0 | 5 | 0 |
| Feb 2020 | $121M | $121M | $0 | 5 | 0 |
| Jan 2020 | $110.2M | $110.2M | $0 | 6 | 0 |
| Sep 2019 | $0 | $0 | $0 | 6 | 0 |
DateMar 2025
Total AUM$280M
Discretionary$280M
Non-Disc.$0
Employees5
Clients0
DateMar 2025
Total AUM$221.7M
Discretionary$84.5M
Non-Disc.$137.2M
Employees5
Clients0
DateMar 2024
Total AUM$221.7M
Discretionary$84.5M
Non-Disc.$137.2M
Employees5
Clients0
DateOct 2023
Total AUM$148.9M
Discretionary$144.5M
Non-Disc.$4.4M
Employees5
Clients0
DateJun 2023
Total AUM$148.9M
Discretionary$144.5M
Non-Disc.$4.4M
Employees5
Clients0
DateMar 2023
Total AUM$148.9M
Discretionary$144.5M
Non-Disc.$4.4M
Employees5
Clients0
DateMar 2022
Total AUM$152.4M
Discretionary$152.4M
Non-Disc.$0
Employees5
Clients0
DateOct 2021
Total AUM$172.2M
Discretionary$172.2M
Non-Disc.$0
Employees5
Clients0
DateMay 2021
Total AUM$172.2M
Discretionary$172.2M
Non-Disc.$0
Employees5
Clients0
DateMar 2021
Total AUM$172.2M
Discretionary$172.2M
Non-Disc.$0
Employees5
Clients0
DateNov 2020
Total AUM$121M
Discretionary$121M
Non-Disc.$0
Employees5
Clients0
DateSep 2020
Total AUM$121M
Discretionary$121M
Non-Disc.$0
Employees5
Clients0
DateJun 2020
Total AUM$121M
Discretionary$121M
Non-Disc.$0
Employees5
Clients0
DateFeb 2020
Total AUM$121M
Discretionary$121M
Non-Disc.$0
Employees5
Clients0
DateJan 2020
Total AUM$110.2M
Discretionary$110.2M
Non-Disc.$0
Employees6
Clients0
DateSep 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0