Synergy FG

Have updates for this profile? Please contribute data

= Subscriber Access Only

You are viewing a preview of this profile. Request a Preqin Pro demo for full access to all profiles and underlying data.

With Preqin Pro, you gain an unobstructed view of all alternative asset class activity across institutional investors, fund managers, funds, portfolio companies, deals, exits, and service providers.

Request demo

Synergy FG — overview

About

Synergy FG is a US-based multi-family office and registered investment adviser. The firm provides investment advisory services to its clients on both a discretionary and non-discretionary basis. The services it offers include financial planning, portfolio management, investment management, estate planning, education planning, tax planning, risk management, and wealth management. The wealth manager offers advisory services to individuals, high-net-worth individuals, small businesses, and financial institutions.

Synergy FG - known decision makers (2)

Contact Name	Position	Location	Email	Telephone	Asset Class
	Founder, Principal	San Ramon, US			GEN
	Chief of Staff	San Ramon, US			PERE

Showing 2 of 2 known decision makers Synergy FG

Preqin screens the most influential contacts in alternatives, so you only reach the key decision makers

Request a demo to see more

Time to go Pro

Get Preqin Pro for unrestricted access to 600,000+ detailed profiles on fund managers, investors, funds, companies, and other alternative asset players. Unlock exclusive data on future plans, company financials, fundraising history, track records, and more.

Request demo