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Building 2SYNERGY INVESTMENT MANAGEMENT LLC

Map pinALTAMONTE SPRINGS, FL
Phone321-203-4458
NotebookSEC #801-129970
Total AUM
$681.5M
Employees
22
Clients
2,500

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
215 NORTH WESTMONTE DRIVE
ALTAMONTE SPRINGS
FL 32714
United States
Operating Hours
9:00AM EST - 5:00PM EST
Monday - Friday
Phone
321-203-4458
Other Offices
4

ReceiptFinancials

Total AUM
$681.5M
Accounts
2,500
Discretionary
$672.7M
Accounts
2,358
Non-Discretionary
$8.8M
Accounts
142

ContactClients

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Individual Clients
1,685
AUM
$207.1M
HNW Individual Clients
784
AUM
$456.8M
Pension/Profit Sharing Plan Clients
3
AUM
$526.8K
Charitable Organization Clients
5
AUM
$684.4K
Corporation or Business Clients
23
AUM
$16.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLGAILLAMAMDMINCNHNJNYOHPASCTNTXVA

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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