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SYNERGOS ADVISORY
SYNERGOS ADVISORY LLC
CRD 304021
1700 WESTLAKE AVE N, SUITE 200, SEATTLE, WA, 98109, United States
Phone
(206) 800-8056
Fax
(866) 249-6586
Registration
— (—)
Source
State registered
Total AUM
$3.9M
Discretionary AUM
$3.9M
Team
1 total employees; 1 advisory reps; 35 broker-dealer reps
Clients
26-50
Fees
Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 5 | $351K |
| High net worth individuals | 5 | $3.6M |
All web addresses on file
Official SEC filing: View on IAPD