ZYNERGY RETIREMENT PLANNING
Latest filing: Oct 30, 2024 (34 days ago)
AUM
$143,258,477
0% change vs. 1 year ago
0% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago
Employee Count
7
0% change vs. 1 year ago
0% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago
Main Office
RED BANK, NJ
10 NJ-35, RED BANK, NJ, UNITED STATES, 07701
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.1 |
| Non-Discretionary | $0.0 |
| Total | $0.1 |
| Client | AUM |
|---|---|
| Retail | $0.1 |
| Pooled | $0.0 |
| Institutional | $0.0 |
| Total | $0.1 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 129 | $0.1 |
| Average Individual AUM | $637,663 | |
| HNW | 47 | $0.1 |
| Average HNW AUM | $1,297,872 | |
| Retail Total | 176 | $0.1 |
| Average Retail AUM | $813,969 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| CHARLES SCHWAB & CO., INC. | WESTLAKE-TX-USA | $0.1 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.1 |
| Retail SMA AUM | $0.1 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 4% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 6% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 88% | $0.1 |
| Other Pools | 0% | $0.0 |
| Cash | 2% | $0.0 |
| Other | 0% | $0.0 |
| Total | 100% | $0.1 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Control Persons
Representatives
4 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| MICHELA ZACHARCZYK | RED BANK | NJ | S65|2024-02-20 | ||||||
| WILLIAM GALLAGHER | RED BANK | NJ | S63|2011-08-31|S66|2003-08-25 | CERTIFIED FINANCIAL PLANNER | |||||
| GRACE GALLAGHER | RED BANK | NJ | S65|2024-02-17 | ||||||
| RYAN ZACHARCZYK | RED BANK | NJ | CERTIFIED FINANCIAL PLANNER | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2024-11-01 | $0.1 | $0.0 | 0% | 7 | 0 | 0% |
| 2024-04-02 | $0.1 | $0.0 | 9% | 3 | 4 | 133% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| NJ, FL-06/21/2024, NC-06/21/2024, NJ-11/03/2023, NY-11/03/2023, TX-06/21/2024 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV