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SYNERGY INVESTMENT GROUP, LLC
CRD 46035 · SEC 801-68315
708 MCLAIN ROAD, KANNAPOLIS, NC, 28083, United States
Phone
704-295-6692
Fax
704-333-7676
Registration
— (—)
Source
State registered
Total AUM
$53.3M
Discretionary AUM
$53.3M
Team
5 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees; Commissions
Org form
Limited Liability Company
Filing date
2026-04-16
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 199 | $44.1M |
| High net worth individuals | 6 | $9.2M |
All web addresses on file
Official SEC filing: View on IAPD