DIRECTORY OF REGISTERED ADVISORS
National Coverage
Local Professionals
Home > Financial Advisors > north carolina > asheville
FINANCIAL SYNERGIES
Tel: 713-623-6600
4400 Post Oak Pkwy Suite 200
Houston, Texas 77027
FINANCIAL SYNERGIES
FINANCIAL SYNERGIES is a Houston, Texas based financial advisory firm with nearly $1,288,237,415 in assets under management and provides investment advisory services for 789 clients. There are currently 17 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients
Fee Structure:
A percentage of AUM, Fixed fees, Performance Based
Firm CRD#:
105643
SEC#:
801-30106
No. of Clients:
789
Assets under Management
$1,288,237,415
No. of Advisors:
17
More Financial Advisory Firms in Houston, North Carolina
| Financial Advisory Firm | Firm CRD# | No. of Advisors |
|---|---|---|
| CAPTRUST | 175112 | 1554 |
| ALLSPRING GLOBAL INVESTMENTS, LLC | 104973 | 1015 |
| BARINGS LLC | 106006 | 985 |
| ALLSPRING FUNDS MANAGEMENT, LLC | 110841 | 513 |
| BRIGHTHOUSE INVESTMENT ADVISERS, LLC | 107312 | 31 |
| STERLING CAPITAL MANAGEMENT LLC | 135405 | 181 |
More Firms in Houston, North Carolina >>