SYNERGY CAPITAL OF COLORADO LLC
Legal name: SYNERGY CAPITAL
CRD #334117 SEC #801-132021 FORT COLLINS, CO 970-837-3088
SEC Registered
Total AUM
$102.2M
Discretionary
$102.2M
Employees
3
Clients
0
Accounts
303
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Wyoming
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 10, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| WARNE, MICHAEL, K | I | MANAGING MEMBER | E | Control |
| WARNE, MICHAEL, K | I | MANAGING MEMBER | E | Control |
| WARNE, MICHAEL, K | I | MANAGING MEMBER | E | Control |
| WARNE, MICHAEL, K | I | MANAGING MEMBER | E | Control |
| WARNE, MICHAEL, K | I | MANAGING MEMBER | E | Control |
| WARNE, MICHAEL, K | I | MANAGING MEMBER | E | Control |
| WARNE, MICHAEL, K | I | MANAGING MEMBER | E | Control |
| Powell-Warne, Tracy | I | MANAGING MEMBER/ CCO | A | Control |
| Powell-Warne, Tracy | I | MANAGING MEMBER/ CCO | A | Control |
| Powell-Warne, Tracy | I | MANAGING MEMBER/ CCO | A | Control |
| Powell-Warne, Tracy | I | MANAGING MEMBER/ CCO | A | Control |
| Powell-Warne, Tracy | I | MANAGING MEMBER/ CCO | A | Control |
| Powell-Warne, Tracy | I | MANAGING MEMBER/ CCO | A | Control |
| Powell-Warne, Tracy | I | MANAGING MEMBER/ CCO | A | Control |
Registrations
Federal
IA
Nov 10, 2025 REGISTERED
Notice Filings (5)
AZ CO MS NE TX
Address
215 W OAK STREETSUITE 1100
FORT COLLINS, CO 80521
United States
Phone: 970-837-3088