SEC Form ADV

SYNERGY FG

Registered Investment Adviser
$364.2M
Assets Under Management
687
Total Clients
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Registration Details

Accession
CRD-309961
Filing Date
March 31, 2026
AUM
$364.2M
Total Clients
687
Amendment
No

About this Adviser

SYNERGY FG is a registered investment adviser, managing approximately $364.2M in assets across 687 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.