Synergos Advisory
Firm details
- Headquarters
- Seattle, Washington
- CRD number
- 304021
- Website
- www.synergosadvice.com
- Custodians
- BETTERMENT, CHARLES SCHWAB & CO., INC.
- Fee structure
- Hourly Charges, Fixed Fees
- Client types
- HNWI91.11%
- Individuals8.89%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Synergos Advisory is an independent, individually owned limited liability RIA that focuses on financial planning and portfolio management for individuals and small businesses. The firm bills clients on hourly and fixed-fee bases rather than using asset-based or performance fees, and it does not present itself as a capital allocator or an ESG-focused manager. Services are tailored to individual and family clients; the firm is not identified as a multi-state adviser or a pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities99%
- US Government Bonds1%
Contacts
1 of 1
David Uhlmann
CCOCRD 5251090
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Seattle, WA
King
Location
Seattle, WA
Headquartered in Seattle, WA, anchoring the Seattle-Tacoma, WA metro in the West.
- Metro area
- Seattle-Tacoma, WA
- Region
- West
- County
- King
- Address
- 1700 Westlake Ave N
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
Victor Jones Cpa, Pc
RIASeattle, WA
Strategic Retirement Partners, LLC
RIASeattle, WA
Tracker Research LLC
RIASeattle, WA
2020 Financial Planning LLC
RIASeattle, WA
Veltra Capital
RIASeattle, WA
Kavout Algo Financial LLC
RIASeattle, WA