The SYNERGY FINANCIAL MANAGEMENT, is a privately held investment adviser that advises $1.68Bn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. SYNERGY FINANCIAL MANAGEMENT, is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 258.41% over the last 5-years.
The Group has been registered with the SEC for 21.33 years and is comprised of 2 filing and 1 relying advisers. They operate out of 7 office locations with their Headquarters at 13215 SE MILL PLAIN BLVD SUITE C8-321, VANCOUVER, WASHINGTON. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 61 employees comprised of 51 investment and 10 non-investment staff. The total number of Employees increased by 662.5% over the last 5-years.
Their $1.68Bn in assets advised are owned by 1 private fund, 2 public funds and BDCs and 347 other accounts. Assets of Other Investment Advisers clients own $643.91mn or 38.41% of Total Assets and Individuals own $495.96mn or 29.59% of Total Assets.
The Group's top investment strategies include Multi Strat, representing 100% of total assets, respectively.
They advise 6 types of clients, top clients are Other Investment Advisers and Individuals.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 1 Prime Brokers, 2 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, fixed fees, management fees and performance-based fees.
SYNERGY FINANCIAL MANAGEMENT, names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.