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SYNERGY ASSET MANAGEMENT, LLC
VANCOUVER, WA
206-386-5455
SEC #801-64132Total AUM
$1.3B
Employees
14Clients
1,198Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
13215 SE MILL PLAIN BLVD
SUITE C8-321
VANCOUVER
WA 98684
United States
SUITE C8-321
VANCOUVER
WA 98684
United States
Operating Hours
8:00AM - 4:00 PM
Monday - Friday
Monday - Friday
Phone
206-386-5455
Other Offices
8
Financials
Total AUM
$1.3B
Accounts
5,353Discretionary
$1.3B
Accounts
5,353Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
944AUM
$342M
HNW Individual Clients
209AUM
$368.7M
Investment Company Clients
2AUM
$21.7M
Pooled Vehicle Clients
1AUM
$19.7M
Pension/Profit Sharing Plan Clients
2AUM
$5.5M
Investment Advisor Clients
40AUM
$541.8M
Services
Services Offered
Advisor / Fund Manager SelectionCompany Portfolio ManagementFinancial PlanningIndividual Portfolio ManagementOther ServicesPension ConsultingPooled Vehicle Portfolio Management
Other Services
SIGNAL PROVIDER; SUB-ADVISER
Compensation Types
Charges Hourly FeeCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
ALAZCACOFLHIIDILLAMDMIMTNCNHNJNVNYOHORPATXVAWA
Affiliates
Affiliates
Reported 7 business affiliates.
Claimed Affiliates
Reported as an affiliate by 4 other businesses.