Financial Synergies, TX — Investment Adviser | BuildTrust

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FINANCIAL SYNERGIES

Investment AdviceHOUSTON, TX

Assets Under Management

$1.6B

Total AUM

Donut chart: Discretionary 1.6B, Non-Discretionary 6.1M
Category	Value
Discretionary	1.6B
Non-Discretionary	6.1M

Adviser Information

Field	Value
CRD Number	105643
SEC Number	801-30106
Street Address	4400 POST OAK PKWY
Street Address 2	SUITE 200
Location	HOUSTON, TX 77027
Country	United States
Phone	713-623-6600
Fax	713-623-6771
Total Employees	18

Client Count by Type (879 Total)

Horizontal bar chart: Individuals (other than H… 473, High Net Worth Individual… 402, Charitable Organizations 2, Corporations/Businesses 2
Category	Value
Individuals (other than H…	473
High Net Worth Individual…	402
Charitable Organizations	2
Corporations/Businesses	2