Financial Synergies Wealth Advisors, Inc. (CIK: 0002017868) EDGAR, Information, Filings... CompaniesBIO.Com

Financial Synergies Wealth Advisors, Inc.

Mailing address
4400 POST OAK PKWY, STE 200, HOUSTON, Texas, 77027
Phone
7136236600
State location
Texas
State of incorporation
Texas
Fiscal year end
December 31
SIC
N/A
Filings
N/A

Financial Synergies Wealth Advisors, Inc. (CIK: 0002017868) is an American company incorporated in the state of Texas. Head office is located at 4400 POST OAK PKWY, STE 200, HOUSTON, Texas, 77027. Work in the industry N/A. Financial Synergies Wealth Advisors, Inc. is a public company and trade via Over-The-Counter (OTC).

Includes all SEC registration details as well as a list of all documents (S-1, Prospectus, Current Reports, 8-K, 10K, Annual Reports) filed by Financial Synergies Wealth Advisors, Inc.

Filings	Format	Description	Filed/Effective	File/Film Number
13F-HR	Document	Initial Quarterly Form 13F Holdings report filed by institutional managers Acc-no: 0001214659-24-012865 (34 Act) Size: 35 KB	Jul-23-2024	028-24048 241134871
N-PX	Document	Annual Report of Proxy Voting Record of Registered Management Investment Companies filed on Form N-PX Acc-no: 0001214659-24-012353 (34 Act) Size: 3 KB	Jul-12-2024	028-24048 241115230
13F-HR	Document	Initial Quarterly Form 13F Holdings report filed by institutional managers Acc-no: 0001214659-24-006713 (34 Act) Size: 257 KB	Apr-12-2024	028-24048 24841160
13F-HR	Document	Initial Quarterly Form 13F Holdings report filed by institutional managers Acc-no: 0001214659-24-006200 (34 Act) Size: 30 KB	Apr-05-2024	028-24048 24824663
13F-HR	Document	Initial Quarterly Form 13F Holdings report filed by institutional managers Acc-no: 0001214659-24-006199 (34 Act) Size: 34 KB	Apr-05-2024	028-24048 24824662
13F-HR	Document	Initial Quarterly Form 13F Holdings report filed by institutional managers Acc-no: 0001214659-24-006196 (34 Act) Size: 31 KB	Apr-05-2024	028-24048 24824666
13F-HR	Document	Initial Quarterly Form 13F Holdings report filed by institutional managers Acc-no: 0001214659-24-006198 (34 Act) Size: 34 KB	Apr-05-2024	028-24048 24824665
13F-HR	Document	Initial Quarterly Form 13F Holdings report filed by institutional managers Acc-no: 0001214659-24-006197 (34 Act) Size: 32 KB	Apr-05-2024	028-24048 24824664
13F-HR	Document	Initial Quarterly Form 13F Holdings report filed by institutional managers Acc-no: 0001214659-24-006192 (34 Act) Size: 19 KB	Apr-05-2024	028-24048 24824645
13F-HR	Document	Initial Quarterly Form 13F Holdings report filed by institutional managers Acc-no: 0001214659-24-006190 (34 Act) Size: 16 KB	Apr-05-2024	028-24048 24824646
13F-HR	Document	Initial Quarterly Form 13F Holdings report filed by institutional managers Acc-no: 0001214659-24-006195 (34 Act) Size: 29 KB	Apr-05-2024	028-24048 24824639
13F-HR	Document	Initial Quarterly Form 13F Holdings report filed by institutional managers Acc-no: 0001214659-24-006194 (34 Act) Size: 30 KB	Apr-05-2024	028-24048 24824641
13F-HR	Document	Initial Quarterly Form 13F Holdings report filed by institutional managers Acc-no: 0001214659-24-006193 (34 Act) Size: 27 KB	Apr-05-2024	028-24048 24824640
13F-HR	Document	Initial Quarterly Form 13F Holdings report filed by institutional managers Acc-no: 0001214659-24-006191 (34 Act) Size: 19 KB	Apr-05-2024	028-24048 24824644
13F-HR	Document	Initial Quarterly Form 13F Holdings report filed by institutional managers Acc-no: 0001214659-24-006189 (34 Act) Size: 16 KB	Apr-05-2024	028-24048 24824643
13F-HR	Document	Initial Quarterly Form 13F Holdings report filed by institutional managers Acc-no: 0001214659-24-006188 (34 Act) Size: 16 KB	Apr-05-2024	028-24048 24824642
13F-HR	Document	Initial Quarterly Form 13F Holdings report filed by institutional managers Acc-no: 0001214659-24-006101 (34 Act) Size: 207 KB	Apr-04-2024	028-24048 24822824
13F-HR	Document	Initial Quarterly Form 13F Holdings report filed by institutional managers Acc-no: 0001214659-24-006100 (34 Act) Size: 252 KB	Apr-04-2024	028-24048 24822819
13F-HR	Document	Initial Quarterly Form 13F Holdings report filed by institutional managers Acc-no: 0001214659-24-006099 (34 Act) Size: 243 KB	Apr-04-2024	028-24048 24822818
13F-HR	Document	Initial Quarterly Form 13F Holdings report filed by institutional managers Acc-no: 0001214659-24-006098 (34 Act) Size: 249 KB	Apr-04-2024	028-24048 24822816

Recent 20 filings. View all Financial Synergies Wealth Advisors, Inc. filings

Overall rating 5.0

Aug 22, 2022

Samuel Ejimofor

It's being easier working on the website. And I recommend, it's a great website

Aug 22, 2022

Pelisari

young lad who new his job ansered questions and new what was best for me.

Aug 22, 2022

Jean Bishop

Very good communication and delivery made within the timeframe I was advised of

Financial Synergies Wealth Advisors, Inc. overview
Financial Synergies Wealth Advisors, Inc. job
Financial Synergies Wealth Advisors, Inc. stock
Financial Synergies Wealth Advisors, Inc. ownership
Financial Synergies Wealth Advisors, Inc. CEO
Financial Synergies Wealth Advisors, Inc. documents

Disclaimer: The information on the Service is provided with the understanding that the Company is not herein engaged in rendering legal, accounting, tax, or other professional advice and services. As such, it should not be used as a substitute for consultation with professional accounting, tax, legal or other competent advisers.