Synergy Asset Management, LLC

Synergy Asset Management, LLC (CRD# 117201) is a financial advisory firm headquartered in Bellevue, WA. They manage $810,202,514 in 5,972 accounts and serve the financial needs of clients across 28 states (or territories).

Current Firm Details
13231 Se 36th Street, Suite 215, Bellevue, WA 98006
https://vimeo.com/synergyassetmanagement
By the Numbers
  • Total Assets Under Management
    810
    MILLION
  • Total Number of Accounts
    5,972
    ACCOUNTS
  • Average Account Value
    $135,667
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CO, DC, FL, GA, HI, ID, IL, IN, LA, MD, MI, MN, MT, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TX, VA, WA

Financial Advisors at Synergy Asset Management, LLC
Showing 1 - 8 of 8 top financial advisors.
1
Alex Kopel, financial advisor Bellevue WA
Alex Kopel
CRD#: 6442401
13231 Se 36th Street, Suite 215, Bellevue, WA 98006

Alex Kopel (CRD# 6442401) is an Investment Advisor Representative working at Synergy Asset Management, LLC in Bellevue, WA and has 1 year of experience in the finance industry.

2
Joseph Maas, financial advisor Bellevue WA
Joseph M. Maas
CRD#: 2170891
13231 Se 36th Street, Suite 215, Bellevue, WA 98006

Joseph Maas (CRD# 2170891) is an Investment Advisor Representative working at Synergy Asset Management, LLC in Bellevue, WA and has over 32 years of experience in the finance industry.

3
Francis Roman, financial advisor Bellevue WA
Francis J. Roman
CRD#: 6748585
13231 Se 36th Street, Suite 215, Bellevue, WA 98006

Francis Roman (CRD# 6748585) is an Investment Advisor Representative working at Synergy Asset Management, LLC in Bellevue, WA and has over 7 years of experience in the finance industry.

4
Kevin Williams, financial advisor Bellevue WA
Kevin J. Williams
CRD#: 2537082
13231 Se 36th Street, Suite 215, Bellevue, WA 98006

Kevin Williams (CRD# 2537082) is an Investment Advisor Representative working at Synergy Asset Management, LLC in Bellevue, WA and has over 29 years of experience in the finance industry.

5
Kellie Chandler, financial advisor Palmyra PA
Kellie Chandler
CRD#: 7296435
Palmyra, PA

Kellie Chandler (CRD# 7296435) is an Investment Advisor Representative working at Synergy Asset Management, LLC in Palmyra, PA and has 1 year of experience in the finance industry.

6
Todd Jessup, financial advisor Miamisburg OH
Todd S. Jessup
CRD#: 4575423
Miamisburg, OH

Todd Jessup (CRD# 4575423) is an Investment Advisor Representative working at Synergy Asset Management, LLC in Miamisburg, OH and has over 21 years of experience in the finance industry.

7
Mary Robertson, financial advisor Bellevue WA
Mary K. Robertson
CRD#: 3188646
13231 Se 36th Street, Suite 215, Bellevue, WA 98006

Mary Robertson (CRD# 3188646) is an Investment Advisor Representative working at Synergy Asset Management, LLC in Bellevue, WA and has 1 year of experience in the finance industry.

8
Jason Zalarick, financial advisor Bellevue WA
Jason Y. Zalarick
CRD#: 3128068
13231 Se 36th Street, Suite 215, Bellevue, WA 98006

Jason Zalarick (CRD# 3128068) is an Investment Advisor Representative working at Synergy Asset Management, LLC in Bellevue, WA and has over 25 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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