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Ronald Jay Thompson

SYNERGY ASSET MANAGEMENT, LLC·BELLEVUE, Washington
Unclaimed Profile
13231 SE 36TH STREET, BELLEVUE, WA 98006CRD# 4388856Firm CRD# 117201
01

About

Ronald Jay Thompson is a registered financial advisor based in BELLEVUE, Washington, affiliated with SYNERGY ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
SYNERGY ASSET MANAGEMENT, LLC
SYNERGY ASSET MANAGEMENT, LLC
AUM
$824M
Regulatory assets under management
Employees
13
Total firm employees
View all advisors at SYNERGY ASSET MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Publication of periodicals/newsletters
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Performance-based fees
Regulatory
SEC/IARD CRD# 4388856
Firm CRD# 117201
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Ronald Jay Thompson offer?
Ronald Jay Thompson specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in BELLEVUE, Washington for a consultation.
What are Ronald Jay Thompson's credentials?
Ronald Jay Thompson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ronald Jay Thompson located?
Ronald Jay Thompson is based in BELLEVUE, Washington, working with SYNERGY ASSET MANAGEMENT, LLC. Their office serves clients in the BELLEVUE metropolitan area and surrounding communities.
How does Ronald Jay Thompson charge for services?
Ronald Jay Thompson's firm is compensated through percentage of aum, hourly charges, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SYNERGY ASSET MANAGEMENT, LLC?
SYNERGY ASSET MANAGEMENT, LLC has approximately 13 employees and manages $824M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Washington
SEATTLE (905)SPOKANE (98)VANCOUVER (76)TACOMA (62)BELLINGHAM (55)
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Research
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