Synergy Asset Management, Llc, WA — Investment Adviser | BuildTrust

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SYNERGY ASSET MANAGEMENT, LLC

Investment AdviceVANCOUVER, WA

Assets Under Management

$1.1B

Total AUM

Donut chart: Discretionary 1.1B
Category	Value
Discretionary	1.1B

Adviser Information

Field	Value
CRD Number	117201
SEC Number	801-64132
Street Address	13215 SE MILL PLAIN BLVD
Street Address 2	SUITE C8-321
Location	VANCOUVER, WA 98684
Country	United States
Phone	206-386-5455
Fax	206-386-5452
Total Employees	13

Client Count by Type (1,148 Total)

Horizontal bar chart: Individuals (other than H… 898, High Net Worth Individual… 200, Other Investment Advisers 28, Pension/Profit Sharing Pl… 15, Other 5, Pooled Investment Vehicle… 2
Category	Value
Individuals (other than H…	898
High Net Worth Individual…	200
Other Investment Advisers	28
Pension/Profit Sharing Pl…	15
Other	5
Pooled Investment Vehicle…	2