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SYNERGY ASSET MANAGEMENT, LLC
CRD 117201 · SEC 801-64132
13215 SE MILL PLAIN BLVD, SUITE C8-321, VANCOUVER, WA, 98684, United States
Phone
206-386-5455
Fax
206-386-5452
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.30B
Discretionary AUM
$1.30B
Team
14 total employees; 10 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Pension consultingSelection of other advisersSIGNAL PROVIDER; SUB-ADVISER
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 944 | $342.0M |
| High net worth individuals | 209 | $368.7M |
| Investment companies | 2 | $21.7M |
| Pooled investment vehicles | 1 | $19.7M |
| Pension/profit sharing plans | 2 | $5.5M |
| Other investment advisers | 40 | $541.8M |
States served
AL, AZ, CA, CO, ID, IL, LA, MD, MI, MT, NV, NJ, NY, NC, OH, OR, PA, VA, WA, TX, NH, HI, FL
All web addresses on file
- https://www.samadvisortech.com
- https://www.rowanstreet.com/
- https://www.linkedin.com/company/synergy-asset-management-llc/
- https://www.youtube.com/channel/UCQt0gVz0meic-2VMqdEe8Zw
- https://vimeo.com/synergyassetmanagement
- https://www.advisorempowerment.com
- https://www.synergy-am.com
- https://www.synergyassetmanagement.com
- https://www.synergy1031.com
- https://bizfinplan.com/
- https://synergyadvisortools.com/app/login
- https://businessprotectionplanning.com/
- https://www.synergy-smb.com
- http://www.joemaas.com
Official SEC filing: View on IAPD