Overview
Assets Under Management: $1.1 billion
Headquarters: VANCOUVER, WA
High-Net-Worth Clients: 9
Average Client Assets: $34 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 9
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 28.77
Average High-Net-Worth Client Assets: $34 million
Total Client Accounts: 5,659
Discretionary Accounts: 5,659
Regulatory Filings
CRD Number: 117201
Filing ID: 1958673
Last Filing Date: 2025-03-17 13:22:00
Website: https://synergy-am.com