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Susan Katris

SYNERGY FINANCIAL MANAGEMENT, LLC·BELLEVUE, Washington
Unclaimed Profile
13231 SE 36TH STREET, BELLEVUE, WA 98006CRD# 7085068Firm CRD# 117201
01

About

Susan Katris is a registered financial advisor based in BELLEVUE, Washington, affiliated with SYNERGY FINANCIAL 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# 7085068
Firm CRD# 117201
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Susan Katris offer?
Susan Katris specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in BELLEVUE, Washington for a consultation.
What are Susan Katris's credentials?
Susan Katris is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Susan Katris located?
Susan Katris is based in BELLEVUE, Washington, working with SYNERGY FINANCIAL MANAGEMENT, LLC. Their office serves clients in the BELLEVUE metropolitan area and surrounding communities.
How does Susan Katris charge for services?
Susan Katris'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 FINANCIAL MANAGEMENT, LLC?
SYNERGY FINANCIAL 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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