Synergy Financial Services | Fund Manager

Fund Manager

Synergy Financial Services

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Synergy Financial Services

Fund Manager

Primary Strategy: Hedge Fund

Number of Employees: 51

Ownership: Privately Held

Year End: December

Description

We’re not your typical “vanilla” financial planner who caters to everyone in Phoenix and Scottsdale. Our focus is on business owners—like you. We specialize in assisting proprietors of restaurants, boutiques, dental and medical practices, grocery stores, salon chains, regional dry cleaners, construction and HVAC, and similar companies. If this is you, then you’ve come to the right place!

Contact

Website: Link to website

LinkedIn: linkedin.com/company/synergy-smb

Address

13215 Se Mill Plain BLVD, Suite C8-321, Vancouver, Washington, United States

Date

As of: September 30, 2025

Overview
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Key Metrics

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Office Locations

Business mix

Mix of Private Fund AUM ($M)

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By fund size

By fund vintage

Leadership and Fund Service Providers

Key Management

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Fund Service Providers

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Details

Key Metrics

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Key Metrics

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Top fund structures by AUM

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Current Service Providers

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Switches

Last 12 months

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