Synergy Asset Management, LLC

RIASEC RegisteredEst. 2005

Total AUM

$1.3B

Discretionary

$1.3B

100% of AUM

Avg account

$243K

Accounts

5,353

Employees

Advisory reps

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

FINTRX

Overview

Synergy Asset Management, LLC is an independent, SEC-registered investment adviser organized as an LLC and operating since 2005. The firm acts as a capital allocator and serves both individual/family and institutional clients. Its fee schedules include percentage-of-AUM billing, hourly charges and performance-based fees. Core advisory services cover financial planning, portfolio management for individuals and small businesses, management of investment companies and pooled vehicles, pension consulting and selection of other advisers. Synergy has industry roles beyond pure advisory work—its affiliations include insurance companies, real estate brokerage activity and sponsoring or acting as a GP/managing member of pooled investment vehicles. The firm does not position itself as an active ESG investor.