Overview
Assets Under Management: $461 million
Headquarters: ALTAMONTE SPRINGS, FL
High-Net-Worth Clients: 334
Average Client Assets: $887,835
Frequently Asked Questions
SYNERGY INVESTMENT 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 #305961), SYNERGY INVESTMENT MANAGEMENT LLC is subject to fiduciary duty under federal law.
SYNERGY INVESTMENT MANAGEMENT LLC is headquartered in ALTAMONTE SPRINGS, FL.
SYNERGY INVESTMENT MANAGEMENT LLC serves 334 high-net-worth clients according to their SEC filing dated December 10, 2025. View client details ↓
According to their SEC Form ADV, SYNERGY INVESTMENT MANAGEMENT LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
SYNERGY INVESTMENT MANAGEMENT LLC manages $461 million in client assets according to their SEC filing dated December 10, 2025.
According to their SEC Form ADV, SYNERGY INVESTMENT MANAGEMENT LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 334
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 64.30
Average High-Net-Worth Client Assets: $887,835
Total Client Accounts: 2,070
Discretionary Accounts: 1,928
Non-Discretionary Accounts: 142
Regulatory Filings
CRD Number: 305961
Filing ID: 2032039
Last Filing Date: 2025-12-10 19:49:02
Website: 5