SYNERGY ASSET MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$1,299,423,867
Discretionary
$1,299,423,867
Non-discretionary
$0
Firm details
- CRD number
- 117201
- SEC file number
- 801-64132
- Main office
- VANCOUVER, WA, United States
- Employees
- 14
- SEC status
- Approved
- Website
- https://www.samadvisortech.com
- Fee structure
-
Percentage of AUM Hourly Performance-based
As of October 2026.