Synergy Investment Management LLC
Synergy Investment Management LLC (CRD# 305961) is a financial advisory firm headquartered in Altamonte Springs, FL. They manage $101,561,619 in 487 accounts and serve the financial needs of clients across 1 states (or territories).
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Total Assets Under Management102MILLION
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Total Number of Accounts487ACCOUNTS
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Average Account Value$208,545
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
FL
Christopher Bordner (CRD# 4051484) is an Investment Advisor Representative working at Synergy Investment Management LLC in Altamonte Springs, FL and has over 22 years of experience in the finance industry.
Timothy Wetherington (CRD# 2564087) is an Investment Advisor Representative working at Synergy Investment Management LLC in Altamonte Springs, FL and has over 29 years of experience in the finance industry.
Rene Persaud (CRD# 4233566) is an Investment Advisor Representative working at Synergy Investment Management LLC in Altamonte Springs, FL and has over 2 years of experience in the finance industry.