SYNERGY ASSET MANAGEMENT, LLC

13231 Se 36th Street
Suite 215
Bellevue, Washington 98006
Tel: 206-386-5455

About SYNERGY ASSET MANAGEMENT, LLC

SYNERGY ASSET MANAGEMENT, LLC, formally registered with the SEC as SYNERGY ASSET MANAGEMENT, LLC. The firm was established in 04/08/2005. They have over 4 offices throughout the country.

SYNERGY ASSET MANAGEMENT, LLC is a Bellevue, Washington based Financial Planning firm with nearly $678,188,644 assets under management, offering retirement planning & investment advisory services to 1114 clients. The firm is staffed with 11 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	117201
SEC#	801-64132
Assets Managed by Firm	$678,188,644
No. of Clients	1114
No. of Advisors	11

Fee Structure

A Percentage of AUM
Hourly charges
Fixed Fees
Performance Based

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Portfolio Management for pooled Investment
Pension Consulting Services
Selection of Other Advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1114	$678,188,644
Individuals (other than high net worth individuals)	942	$255,143,944
High net worth individuals	134	$249,254,592
Other investment advisers	34	$137,152,960
Corporations or other businesses	Fewer than 5 clients	$1,004,564

Inquire with SYNERGY ASSET MANAGEMENT, LLC

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