Financial Synergies
Firm details
- Headquarters
- Houston, Texas
- CRD number
- 105643
- Registered since
- July 30, 1987
- Website
- www.finsyn.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- HNWI90.77%
- Individuals8.47%
- Corporations / Businesses0.76%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Financial Synergies is an independent, corporation-structured registered investment adviser that has been SEC-registered since 1987. The firm serves both individual and family clients as well as institutional accounts and combines financial planning with portfolio management across personal, small-business, and institutional mandates. Its fee model accommodates percentage-of-AUM billing, fixed fees, and performance-based arrangements. The adviser does not identify as an active ESG investor and is not listed as a multi-state or newly formed adviser. The firm has been recognized in industry rankings: Financial Times' Top 300 RIA Firms (2020), FA Magazine's Top RIA Firms (2020), and Forbes' lists in both 2023 and 2024.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities86%
- Other7%
- Investment Grade Corp Bonds5%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1
Barbara Villard Schmoyer
Partner, Chief Operating OfficerCRD 5768753
Contacts
3 of 16
Michael Minter
ShareholderCRD 4242438
Arv Vilutis
Senior Financial AdvisorCRD 724092
William Goodson
Senior Financial AdvisorCRD 6061953
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 78Active vs passive
$1.1B in ETFs
92%
$1B
8%
$93.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $175M | 229,119 | 15.77% |
Location
Houston, TX
Harris
Location
Houston, TX
Headquartered in Houston, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- Harris
- Address
- 4400 Post Oak Pkwy
- Time zone
- CT (UTC-6)
- Office locations
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