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Financial Synergy, INC.
Financial Synergy, INC.
Fee-Only (% of Portfolio)
Fixed/Hourly
View SEC Summary
View SEC Summary
Assets Under Management
$6.6M
Clients
12
Advisors
1
Avg. per Client
$550K
Avg. per Advisor
$6.6M
www.financialsynergy.com
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Location
1 Advisors at this firm
DM
ChFC
David Marrone
Financial Synergy, INC. | TrueAdvisor
