SYNERGY INVESTMENT MANAGEMENT LLC
SEC Form ADV profile.
Total regulatory AUM
$681,452,500
Discretionary
$672,652,153
Non-discretionary
$8,800,347
Firm details
- CRD number
- 305961
- SEC file number
- 801-129970
- Main office
- ALTAMONTE SPRINGS, FL, United States
- Employees
- 22
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.