SYNERGY ASSET MANAGEMENT, LLC

VANCOUVER, Washington·3 registered advisors·CRD# 117201

SEC# 801-641326206-386-5455

01

Firm Overview

AUM

$824M

Regulatory assets under management

Employees

13

Total firm employees

Advisors

3

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Pension consulting

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Compensation

Percentage of AUM

Hourly charges

Performance-based fees

03

Specialties

Financial Planning Investment Management Retirement Planning

04

Advisors at SYNERGY ASSET MANAGEMENT, LLC

3 registered advisors

Joseph Merrell Maas

VANCOUVER, Washington

Ronald Jay Thompson

BELLEVUE, Washington

Todd Sinclair Jessup

VANCOUVER, Washington

05

Office Locations

VANCOUVER, Washington

BELLEVUE, Washington

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Data sourced from SEC Form ADV filings. SYNERGY ASSET MANAGEMENT, LLC (CRD# 117201) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.