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SYNERGY ASSET MANAGEMENT, LLC
Tel: 206-386-5455
13215 Se Mill Plain Blvd Suite C8-321
Vancouver, Washington 98684
SYNERGY ASSET MANAGEMENT, LLC
SYNERGY ASSET MANAGEMENT, LLC is a Vancouver, Washington based financial advisory firm with nearly $823,706,675 in assets under management and provides investment advisory services for 5972 clients. There are currently 13 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for pooled investment vehicles , Pesnsion consulting services , Selection for other advisors , Other (SIGNAL PROVIDER; SUB-ADVISER)
Fee Structure:
A percentage of AUM, Hourly charges, Performance Based
Firm CRD#:
117201
SEC#:
801-64132
No. of Clients:
5972
Assets under Management
$823,706,675
No. of Advisors:
13
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