SYNERGY INVESTMENT MANAGEMENT LLC
Firm details
- Headquarters
- ALTAMONTE SPIRNGS, Florida
- CRD number
- 305961
- Registered since
- April 19, 2024
- Custodians
- LPL FINANCIAL LLC, SEI INVESTMENTS DISTRIBUTION CO., FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI67.04%
- Individuals30.39%
- Corporations / Businesses2.39%
- Charitable Organizations0.1%
- Pension & Profit Sharing Plans0.08%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Synergy Investment Management LLC is an independent, SEC-registered registered investment adviser organized as an LLC and registered in 2024. The firm positions itself as a capital allocator serving both individual/family and institutional clients. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, and selection of third-party advisers. Compensation is by a mix of percentage-of-assets and fixed fees. Synergy is not identified as an active ESG investor and is not listed as a multi-state adviser.
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
- Public Funds/Mutual Funds86%
- Exchange Traded Equities8%
- Cash & Cash Equivalents3%
- Non-Investment Grade Corp Bonds2%
- Other1%
Owners & executives
1 of 1CHRISTOPHER BORDNER
CEO & PrincipalCRD 4051484
Contacts
3 of 16RENE PERSAUD
Investment Adviser RepresentativeCRD 4233566
MICHAEL WICKS
Wealth ManagerCRD 2546082
JASON TUCKER
Senior Portfolio ManagerCRD 3031829
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
ALTAMONTE SPIRNGS, FL
SEMINOLE
Location
ALTAMONTE SPIRNGS, FL
Headquartered in ALTAMONTE SPIRNGS, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.
- Metro area
- Orlando-Lakeland-Deltona, FL
- Region
- South
- County
- SEMINOLE
- Address
- 215 N Westmonte Dr
- Time zone
- ET (UTC-5)
- Office locations
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