SYNERGY CAPITAL I, LLC

Overview

Synergy Capital I, LLC is organized as a limited liability company and is registered with the SEC (registration year: 2000). The ownership is recorded as a combination of a domestic entity and an individual. In FINTRX’s snapshot, the firm is listed as "Unclassified" and is not identified as a capital allocator. The record also flags that the firm is not an active ESG investor, is not registered as a multistate adviser, and is not marked as a pension consultant or a related adviser. The dataset supplied contains minimal descriptive detail about the firm’s business model, advisory services, fee structure, or client segments, so its specific positioning in the wealth-management or advisory market cannot be determined from the available information.

Assets & Accounts

Location & Offices