Overview
Assets Under Management: $1.1 billion
Headquarters: VANCOUVER, WA
High-Net-Worth Clients: 200
Average Client Assets: $2 million
Frequently Asked Questions
SYNERGY ASSET MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #117201), SYNERGY ASSET MANAGEMENT, LLC is subject to fiduciary duty under federal law.
SYNERGY ASSET MANAGEMENT, LLC is headquartered in VANCOUVER, WA.
SYNERGY ASSET MANAGEMENT, LLC serves 200 high-net-worth clients according to their SEC filing dated March 17, 2025. View client details ↓
According to their SEC Form ADV, SYNERGY ASSET MANAGEMENT, LLC offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, pension consulting services, and selection of other advisors. View all service details ↓
SYNERGY ASSET MANAGEMENT, LLC manages $1.1 billion in client assets according to their SEC filing dated March 17, 2025.
According to their SEC Form ADV, SYNERGY ASSET MANAGEMENT, LLC serves high-net-worth individuals, pooled investment vehicles, and pension and profit-sharing plans. View client details ↓
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: 200
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 32.68
Average High-Net-Worth Client Assets: $2 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