Synergy Fg
Synergy Fg is an SEC-registered wealth manager with $364.2M assets under management (AUM, regulatory AUM), +33% over one year. See who owns Synergy Fg: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 309961, SEC 801-119295, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $364.2M (2026-03-31)
- Firm type
- Wealth Manager
- Employees
- 7
- Clients
- 126
- CRD
- 309961
- Ownership
- ISLAM, PALASH, SAMIUL
How much AUM does Synergy Fg have?
Synergy Fg reported $364.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Synergy Fg?
Disclosed owners and executives of Synergy Fg include ISLAM, PALASH, SAMIUL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.