SYNERGY ASSET MANAGEMENT, LLC

VANCOUVER, Washington·5 registered advisors·CRD# 117201
SEC# 801-641326206-386-5455
01

Firm Overview

AUM
$824M
Regulatory assets under management
Employees
13
Total firm employees
Advisors
5
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 PlanningInvestment ManagementRetirement Planning
04

Advisors at SYNERGY ASSET MANAGEMENT, LLC

5 registered advisors
Ann Minette Shrader
BELLEVUE, Washington
Joseph Merrell Maas
VANCOUVER, Washington
Ronald Jay Thompson
BELLEVUE, Washington
Susan Katris
BELLEVUE, Washington
Todd Sinclair Jessup
VANCOUVER, Washington
05

Office Locations

BELLEVUE, Washington
3 advisors
VANCOUVER, Washington
2 advisors

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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.