Synergos Advisory

Finance · Washington, United States · 1-10 Employees

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Overview

Headquarters

800 Bellevue Way NE, Bellevue, Washingto...

Phone Number

(206) 800-8056

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1

About Synergos Advisory

Synergos Advisory LLC is a registered investment advisor based in Washington, specializing in comprehensive financial solutions for STEM entrepreneurs and professionals. They offer services including financial planning, tax planning, estate planning, and investment management, all tailored to align with clients' values and goals. The firm operates on a flat-fee basis, prioritizing fiduciary duty and client interests without selling financial products. Utilizing technology for online collaboration, Synergos aims to facilitate a supportive and accountable financial planning process.Explore more
Synergos Advisory's Social MediaPopular SearchesSynergos Advisory LLCSynerge Advisory LLCSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Synergos Advisory

<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
1993
GS
Gary SmithOwner and Principal
<$5M
1-10
Private
-
2000
<$5M
1-10
Private
-
-
KZ
Kenneth ZehnderLife, Health, Variable Life
<$5M
1-10
Private
-
-
CA
Carl ArrellFounder & Manager, Wealth
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Synergos Advisory is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Synergos Advisory is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Synergos Advisory.

Synergos Advisory Tech Stack

A closer look at the technologies used by Synergos Advisory

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Frequently Asked Questions Regarding Synergos Advisory

What is Synergos Advisory's official website?
Synergos Advisory's official website is www.synergosadvice.com
What is Synergos Advisory's Revenue?
Synergos Advisory's revenue is <$5 Million
What is Synergos Advisory's SIC code?
Synergos Advisory's SIC: 62,628
What is Synergos Advisory's NAICS code?
Synergos Advisory's NAICS: 52,523
How many employees does Synergos Advisory have?
Synergos Advisory has 1-10 employees
What industry does Synergos Advisory belong to?
Synergos Advisory is in the industry of: Finance, Securities Trading
What is Synergos Advisory competition?
Synergos Advisory top competitors include: Stockade Wealth Management, ABLE Wealth Management Solutions, Focus Financial Network, Purtill Financial
What technology does Synergos Advisory use?
Some of the popular technologies that Synergos Advisory uses are: goo.gl, Drupal, Bing Ads, Microsoft 365
How do I contact Synergos Advisory?
Synergos Advisory contact info: Phone number: (206) 800-8056 Website: www.synergosadvice.com
What does Synergos Advisory do?

Synergos Advisory LLC is a registered investment advisor based in Washington, specializing in comprehensive financial solutions for STEM entrepreneurs and professionals. They offer services including financial planning, tax planning, estate planning, and investment management, all tailored to align with clients' values and goals. The firm operates... on a flat-fee basis, prioritizing fiduciary duty and client interests without selling financial products. Utilizing technology for online collaboration, Synergos aims to facilitate a supportive and accountable financial planning process.Read More

What are Synergos Advisory social media links?
Synergos Advisory Linkedin page Synergos Advisory Facebook page
Is Synergos Advisory a public company?
Synergos Advisory is private company therefore does not currently have an official ticker symbol
See more information about Synergos Advisory

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