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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Colorado
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 21, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| JACOBSON, PHIL, L | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| JACOBSON, PHIL, L | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| JACOBSON, PHIL, L | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| JACOBSON, PHIL, L | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| JACOBSON, PHIL, L | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| JACOBSON, PHIL, L | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| JACOBSON, PHIL, L | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| JACOBSON, PHIL, L | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| JACOBSON, PHIL, L | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| JACOBSON, PHIL, L | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| JACOBSON, PHIL, L | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| JACOBSON, PHIL, L | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| JACOBSON, PHIL, L | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| JACOBSON, PHIL, L | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| JACOBSON, PHIL, L | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| JACOBSON, PHIL, L | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| RICHARD J. LEVINE FINANCIAL SOLUTIONS, INC | DE | MEMBER | C | Control |
| RICHARD J. LEVINE FINANCIAL SOLUTIONS, INC | DE | MEMBER | C | Control |
| RICHARD J. LEVINE FINANCIAL SOLUTIONS, INC | DE | MEMBER | C | Control |
| RICHARD J. LEVINE FINANCIAL SOLUTIONS, INC | DE | MEMBER | C | Control |
| RICHARD J. LEVINE FINANCIAL SOLUTIONS, INC | DE | MEMBER | C | Control |
| RICHARD J. LEVINE FINANCIAL SOLUTIONS, INC | DE | MEMBER | C | Control |
| RICHARD J. LEVINE FINANCIAL SOLUTIONS, INC | DE | MEMBER | C | Control |
| RICHARD J. LEVINE FINANCIAL SOLUTIONS, INC | DE | MEMBER | C | Control |
| RICHARD J. LEVINE FINANCIAL SOLUTIONS, INC | DE | MEMBER | C | Control |
| LEVINE, RICHARD, JASON | I | MANAGING MEMBER | B | Control |
| LEVINE, RICHARD, JASON | I | MANAGING MEMBER | B | Control |
| LEVINE, RICHARD, JASON | I | MANAGING MEMBER | B | Control |
| LEVINE, RICHARD, JASON | I | MANAGING MEMBER | B | Control |
| LEVINE, RICHARD, JASON | I | MANAGING MEMBER | B | Control |
| LEVINE, RICHARD, JASON | I | MANAGING MEMBER | B | Control |
| LEVINE, RICHARD, JASON | I | MANAGING MEMBER | B | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| LEVINE, RICHARD, JASON | I | RICHARD J. LEVINE FINANCIAL SOLUTIONS, INC | E | Control |
| LEVINE, RICHARD, JASON | I | RICHARD J. LEVINE FINANCIAL SOLUTIONS, INC | E | Control |
| LEVINE, RICHARD, JASON | I | RICHARD J. LEVINE FINANCIAL SOLUTIONS, INC | E | Control |
| LEVINE, RICHARD, JASON | I | RICHARD J. LEVINE FINANCIAL SOLUTIONS, INC | E | Control |
| LEVINE, RICHARD, JASON | I | RICHARD J. LEVINE FINANCIAL SOLUTIONS, INC | E | Control |
| LEVINE, RICHARD, JASON | I | RICHARD J. LEVINE FINANCIAL SOLUTIONS, INC | E | Control |
| LEVINE, RICHARD, JASON | I | RICHARD J. LEVINE FINANCIAL SOLUTIONS, INC | E | Control |
Registrations
Federal
IA
Mar 21, 2025 REGISTERED
Notice Filings (6)
AZ CA CO FL NE TX
Address
3773 CHERRY CREEK NORTH DRIVESUITE 780
DENVER, CO 80209
United States
Phone: 303-399-9999