SYNERGY INVESTMENT MANAGEMENT LLC

ALTAMONTE SPRINGS, Florida·3 registered advisors·CRD# 305961
SEC# 801-1299703321-203-4458
01

Firm Overview

AUM
$102M
Regulatory assets under management
Employees
20
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at SYNERGY INVESTMENT MANAGEMENT LLC

3 registered advisors
Amanda Davidson Stevens
ALTAMONTE SPRINGS, Florida
Christopher Wayne Bordner
ALTAMONTE SPRINGS, Florida
Craig Robert Townsend
MAITLAND, Florida
05

Office Locations

ALTAMONTE SPRINGS, Florida
2 advisors
MAITLAND, Florida
1 advisor

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Data sourced from SEC Form ADV filings. SYNERGY INVESTMENT MANAGEMENT LLC (CRD# 305961) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.