Active
SYNERGY CAPITAL
Investment Advice|FORT COLLINS, CO
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$102.2M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 102.2M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 334117 |
| SEC Number | 801-132021 |
| Street Address | 215 W OAK STREET |
| Street Address 2 | SUITE 1100 |
| Location | FORT COLLINS, CO 80521 |
| Country | United States |
| Phone | 970-837-3088 |
| Total Employees | 3 |
Client Count by Type (99 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 77 |
| High Net Worth Individual… | 20 |
| State/Municipal Govt Enti… | 2 |
Community Partners
AXL ACADEMY
CITY OF AURORA
CITY OF ENGLEWOOD
CITY OF FORT COLLINS
CITY OF GLENDALE
CITY OF LITTLETON
COUNTY OF ARAPAHOE
THIRD FUTURE SCHOOLS
TOWN OF BOW MAR
TOWN OF COLUMBINE VALLEY
TOWN OF DEER TRAIL
TOWN OF FOXFIELD
AXL ACADEMY
CITY OF AURORA
CITY OF ENGLEWOOD
CITY OF FORT COLLINS
CITY OF GLENDALE
CITY OF LITTLETON
COUNTY OF ARAPAHOE
THIRD FUTURE SCHOOLS
TOWN OF BOW MAR
TOWN OF COLUMBINE VALLEY
TOWN OF DEER TRAIL
TOWN OF FOXFIELD
AXL ACADEMY
CITY OF AURORA
CITY OF ENGLEWOOD
CITY OF FORT COLLINS
CITY OF GLENDALE
CITY OF LITTLETON
COUNTY OF ARAPAHOE
THIRD FUTURE SCHOOLS
TOWN OF BOW MAR
TOWN OF COLUMBINE VALLEY
TOWN OF DEER TRAIL
TOWN OF FOXFIELD
Municipal Government
12 Active
12
Organizations
3RD AND HAVANA METROPOLITAN DISTRICT
ABILENE STATION METROPOLITAN DISTRICT 1
ABILENE STATION METROPOLITAN DISTRICT 2
ADONEA METROPOLITAN DISTRICT 2
ARAPAHOE COUNTY WATER AND WASTEWATER AUTHORITY
ARAPAHOE LAKE PUBLIC PARK DISTRICT
ARAPAHOE LIBRARY DISTRICT
ARAPAHOE PARK AND RECREATION DISTRICT
AURORA CENTRETECH METROPOLITAN DISTRICT
AURORA CROSSROADS METROPOLITAN DISTRICT 1
AURORA CROSSROADS METROPOLITAN DISTRICT 2
AURORA CROSSROADS METROPOLITAN DISTRICT 3
AURORA REGIONAL TRANSPORTATION AUTHORITY
AVENUES METROPOLITAN DISTRICT 1
AVENUES METROPOLITAN DISTRICT 2
AVENUES METROPOLITAN DISTRICT 3
AVENUES METROPOLITAN DISTRICT 4
AVENUES METROPOLITAN DISTRICT 5
BEACON POINT METROPOLITAN DISTRICT
BELLEVIEW PLACE METROPOLITAN DISTRICT
3RD AND HAVANA METROPOLITAN DISTRICT
ABILENE STATION METROPOLITAN DISTRICT 1
ABILENE STATION METROPOLITAN DISTRICT 2
ADONEA METROPOLITAN DISTRICT 2
ARAPAHOE COUNTY WATER AND WASTEWATER AUTHORITY
ARAPAHOE LAKE PUBLIC PARK DISTRICT
ARAPAHOE LIBRARY DISTRICT
ARAPAHOE PARK AND RECREATION DISTRICT
AURORA CENTRETECH METROPOLITAN DISTRICT
AURORA CROSSROADS METROPOLITAN DISTRICT 1
AURORA CROSSROADS METROPOLITAN DISTRICT 2
AURORA CROSSROADS METROPOLITAN DISTRICT 3
AURORA REGIONAL TRANSPORTATION AUTHORITY
AVENUES METROPOLITAN DISTRICT 1
AVENUES METROPOLITAN DISTRICT 2
AVENUES METROPOLITAN DISTRICT 3
AVENUES METROPOLITAN DISTRICT 4
AVENUES METROPOLITAN DISTRICT 5
BEACON POINT METROPOLITAN DISTRICT
BELLEVIEW PLACE METROPOLITAN DISTRICT
3RD AND HAVANA METROPOLITAN DISTRICT
ABILENE STATION METROPOLITAN DISTRICT 1
ABILENE STATION METROPOLITAN DISTRICT 2
ADONEA METROPOLITAN DISTRICT 2
ARAPAHOE COUNTY WATER AND WASTEWATER AUTHORITY
ARAPAHOE LAKE PUBLIC PARK DISTRICT
ARAPAHOE LIBRARY DISTRICT
ARAPAHOE PARK AND RECREATION DISTRICT
AURORA CENTRETECH METROPOLITAN DISTRICT
AURORA CROSSROADS METROPOLITAN DISTRICT 1
AURORA CROSSROADS METROPOLITAN DISTRICT 2
AURORA CROSSROADS METROPOLITAN DISTRICT 3
AURORA REGIONAL TRANSPORTATION AUTHORITY
AVENUES METROPOLITAN DISTRICT 1
AVENUES METROPOLITAN DISTRICT 2
AVENUES METROPOLITAN DISTRICT 3
AVENUES METROPOLITAN DISTRICT 4
AVENUES METROPOLITAN DISTRICT 5
BEACON POINT METROPOLITAN DISTRICT
BELLEVIEW PLACE METROPOLITAN DISTRICT
Special District
325 Active
325
Organizations
ADAMS-ARAPAHOE SCHOOL DISTRICT 28J
ARAPAHOE COUNTY SCHOOL DISTRICT 6
BYERS SCH DIST 32 J
CHERRY CREEK SCH DIST 5
DEER TRAIL SCH DIST 26 J
ENGLEWOOD SCH DIST 1
LITTLETON SCH DIST 6
NORTHERN COLORADO ACADEMY OF ARTS & KNOWLEDGE
SHERIDAN SCHOOL DIST 2
ADAMS-ARAPAHOE SCHOOL DISTRICT 28J
ARAPAHOE COUNTY SCHOOL DISTRICT 6
BYERS SCH DIST 32 J
CHERRY CREEK SCH DIST 5
DEER TRAIL SCH DIST 26 J
ENGLEWOOD SCH DIST 1
LITTLETON SCH DIST 6
NORTHERN COLORADO ACADEMY OF ARTS & KNOWLEDGE
SHERIDAN SCHOOL DIST 2
ADAMS-ARAPAHOE SCHOOL DISTRICT 28J
ARAPAHOE COUNTY SCHOOL DISTRICT 6
BYERS SCH DIST 32 J
CHERRY CREEK SCH DIST 5
DEER TRAIL SCH DIST 26 J
ENGLEWOOD SCH DIST 1
LITTLETON SCH DIST 6
NORTHERN COLORADO ACADEMY OF ARTS & KNOWLEDGE
SHERIDAN SCHOOL DIST 2
School District
9 Active
9
Organizations
10X FOUNDATION
1315 Oakridge Office Condo Association
1945 FOUNDATION
21ST CENTURY GARDENS
25 FRIENDSHIP CLUB
2ND CHANCE VIZSLA RESCUE INC
2XTREME FOUNDATION INC
31 20 INC
3HOPEFUL HEARTS
3 Sister Non-Profit Inc
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
10X FOUNDATION
1315 Oakridge Office Condo Association
1945 FOUNDATION
21ST CENTURY GARDENS
25 FRIENDSHIP CLUB
2ND CHANCE VIZSLA RESCUE INC
2XTREME FOUNDATION INC
31 20 INC
3HOPEFUL HEARTS
3 Sister Non-Profit Inc
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
10X FOUNDATION
1315 Oakridge Office Condo Association
1945 FOUNDATION
21ST CENTURY GARDENS
25 FRIENDSHIP CLUB
2ND CHANCE VIZSLA RESCUE INC
2XTREME FOUNDATION INC
31 20 INC
3HOPEFUL HEARTS
3 Sister Non-Profit Inc
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization
2577 Active
2577
Organizations
Community Partners121 organizations
AXL ACADEMY
Municipal Government·AURORA
CITY OF LITTLETON
Municipal Government·LITTLETON
THIRD FUTURE SCHOOLS
Municipal Government·AURORA
TOWN OF BOW MAR
Municipal Government·BOW MAR
3RD AND HAVANA METROPOLITAN DISTRICT
Special District·DENVER
ABILENE STATION METROPOLITAN DISTRICT 1
Special District·GREENWOOD VILLAGE
ABILENE STATION METROPOLITAN DISTRICT 2
Special District·GREENWOOD VILLAGE
ADONEA METROPOLITAN DISTRICT 2
Special District·CENTENNIAL
ARAPAHOE LAKE PUBLIC PARK DISTRICT
Special District·GREENWOOD VILLAGE
AURORA CENTRETECH METROPOLITAN DISTRICT
Special District·LAKEWOOD
AURORA CROSSROADS METROPOLITAN DISTRICT 1
Special District·CENTENNIAL
AURORA CROSSROADS METROPOLITAN DISTRICT 2
Special District·CENTENNIAL
AURORA REGIONAL TRANSPORTATION AUTHORITY
Special District·LAKEWOOD
AVENUES METROPOLITAN DISTRICT 5
Special District·CENTENNIAL
BIJOU CREEK METROPOLITAN DISTRICT
Special District·CENTENNIAL
BOW MAR WATER AND SANITATION DISTRICT
Special District·LITTLETON
BRAVADA NEHER METROPOLITAN DISTRICT 1
Special District·CENTENNIAL
BRAVADA NEHER METROPOLITAN DISTRICT 2
Special District·CENTENNIAL
BRAVADA NEHER METROPOLITAN DISTRICT 3
Special District·CENTENNIAL
BRAVADA NEHER METROPOLITAN DISTRICT 4
Special District·CENTENNIAL
BRAVADA NEHER METROPOLITAN DISTRICT 5
Special District·CENTENNIAL
BRISTOL METROPOLITAN DISTRICT
Special District·DENVER
BUCKLEY METROPOLITAN DISTRICT NO. 1
Special District·CENTENNIAL
BUCKLEY METROPOLITAN DISTRICT NO. 2
Special District·CENTENNIAL
BUCKLEY METROPOLITAN DISTRICT NO. 3
Special District·CENTENNIAL
BUCKLEY METROPOLITAN DISTRICT NO. 4
Special District·CENTENNIAL
BYERS FIRE PROTECTION DISTRICT 9
Special District·BYERS
BYERS WATER AND SANITATION DISTRICT
Special District·BYERS
CASTLEWOOD WATER AND SANITATION DISTRICT
Special District·DENVER
CENTENNIAL 25 METROPOLITAN DISTRICT
Special District·DENVER
CENTENNIAL 360 METROPOLITAN DISTRICT
Special District·DENVER
CHAPARRAL METROPOLITAN DISTRICT
Special District·GREENWOOD VILLAGE CO
CHERRY CREEK CORPORATE CTR. METRO. DIST.
Special District·DENVER
CHERRY CREEK VILLAGE WATER DISTRICT
Special District·LAKEWOOD
CHERRY CREEK VISTA METROPOLITAN RECREATION AND PARK DISTRICT
Special District·GREENWOOD VILLAGE
CHERRY HILLS CITY METROPOLITAN DISTRICT
Special District·DENVER
CHERRY HILLS HEIGHTS WATER AND SANITATION DISTRICT
Special District·LAKEWOOD
CHERRY HILLS NORTH METROPOLITAN DISTRICT
Special District·PARKER
CHERRYVALE SANITATION DISTRICT
Special District·LITTLETON
NORTHERN COLORADO ACADEMY OF ARTS & KNOWLEDGE
School District·FORT COLLINS
10X FOUNDATION
Nonprofit Organization·Littleton
1315 Oakridge Office Condo Association
Nonprofit Organization·Fort Collins
1945 FOUNDATION
Nonprofit Organization·Fort Collins
21ST CENTURY GARDENS
Nonprofit Organization·Fort Collins
25 FRIENDSHIP CLUB
Nonprofit Organization·Sheridan
2ND CHANCE VIZSLA RESCUE INC
Nonprofit Organization·Fort Collins
2XTREME FOUNDATION INC
Nonprofit Organization·LITTLETON
31 20 INC
Nonprofit Organization·Littleton
3HOPEFUL HEARTS
Nonprofit Organization·FORT COLLINS
3 Sister Non-Profit Inc
Nonprofit Organization·Littleton
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Fort Collins
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Fort Collins
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Fort Collins
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Fort Collins
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Fort Collins
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Fort Collins
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Fort Collins
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Fort Collins
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Fort Collins
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Littleton
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Fort Collins
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Fort Collins
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Fort Collins
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Fort Collins
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Fort Collins
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Fort Collins
4 PAWS PET PANTRY
Nonprofit Organization·FORT COLLINS
5280 IMPACT
Nonprofit Organization·Littleton
63RD BLADE RUNNERS RUNNING CLUB
Nonprofit Organization·Littleton
96TH BOMB GROUP ASSOCIATION
Nonprofit Organization·Littleton
ABBEY INC
Nonprofit Organization·Fort Collins
A BETTER LIFE HOME CARE
Nonprofit Organization·Littleton
ABIDE MINISTRIES INC
Nonprofit Organization·FORT COLLINS
ABIDING LIFE MINISTRIES
Nonprofit Organization·LITTLETON
ABLE KIDS FOUNDATION
Nonprofit Organization·FORT COLLINS
ABOUT FACE
Nonprofit Organization·Littleton
ABUNDANCE FOUNDATION INC.
Nonprofit Organization·FORT COLLINS
ACADEMY OF NEUROLOGIC MUSIC THERAPY
Nonprofit Organization·FORT COLLINS
Academy of Veterinary
Nonprofit Organization·Fort Collins
Academy of Veterinary Consultants Inc
Nonprofit Organization·Fort Collins
ACCESS PLUS
Nonprofit Organization·Littleton
ACES OKANAGAN FOUNDATION
Nonprofit Organization·LITTLETON
A CHOSEN GENERATION
Nonprofit Organization·LITTLETON
ACNC CARES
Nonprofit Organization·Fort Collins
ACTC FOUNDATION INC
Nonprofit Organization·LITTLETON
Acts4 Community Outreach Services
Nonprofit Organization·Littleton
Adams Place
Nonprofit Organization·Littleton
Adaptive Sports USA Inc
Nonprofit Organization·Littleton
Ad Club Denver
Nonprofit Organization·Littleton
ADD ORANGE
Nonprofit Organization·FORT COLLINS