Synergy Asset Management, LLC
Firm details
- Headquarters
- Vancouver, Washington
- CRD number
- 117201
- Registered since
- April 8, 2005
- Website
- synergy-am.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Performance Based Fees
- Client types
- Other Investment Advisers41.7%
- HNWI28.37%
- Individuals26.32%
- Investment Companies1.67%
- Pooled Investment Vehicles1.52%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Synergy Asset Management, LLC is an SEC-registered investment adviser (registered in 2005) organized as an LLC that serves both individual/family clients and institutional investors. The firm functions as a capital allocator and provides a mix of advisory services including financial planning, portfolio management for individuals and pooled vehicles, pension consulting services, and selection of other advisers. Its fee arrangements include assets-under-management fees, hourly charges and performance-based fees. Synergy does not present itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Equities78%
- Investment Grade Corp Bonds7%
- Cash & Cash Equivalents6%
- Public Funds/Mutual Funds5%
- US Government Bonds2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 149Active vs passive
$300M in ETFs
83%
$250M
14%
$50.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 0-3 MONTH TREASURY BOND ETF (SGOV) | BlackRock | Passive | Ultrashort Bond | $39M | 387,224 | 12.99% |
Location
Vancouver, WA
Clark
Location
Vancouver, WA
Headquartered in Vancouver, WA, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.
- Metro area
- Portland-Vancouver-Salem, OR-WA
- Region
- West
- County
- Clark
- Address
- 13215 Se Mill Plain Blvd
- Time zone
- PT (UTC-8)
- Office locations
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