Synergy Financial Management, LLC

Synergy Financial Management, LLC (CRD# 117201) is a financial advisory firm headquartered in Seattle, WA. They manage $116,787,144 in 733 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    117
    MILLION
  • Total Number of Accounts
    733
    ACCOUNTS
  • Average Account Value
    $159,328
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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)
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, HI, TX, WA

Financial Advisors at Synergy Financial Management, LLC
Showing 1 - 4 of 4 top financial advisors.
1
John A. Flavin
CRD#: 2800392
701 Fifth Avenue Suite 3520, Seattle, WA 98104
93
Wealthminder
score

John Flavin (CRD# 2800392) is an Investment Advisor Representative working at Synergy Financial Management, LLC in Seattle, WA and has over 20 years of experience in the finance industry.

2
Joseph M. Maas
CRD#: 2170891
701 Fifth Avenue Suite 3520, Seattle, WA 98104
93
Wealthminder
score

Joseph Maas (CRD# 2170891) is an Investment Advisor Representative working at Synergy Financial Management, LLC in Seattle, WA and has over 25 years of experience in the finance industry.

3
Connie L. Peterson
CRD#: 2830136
701 Fifth Avenue Suite 3520, Seattle, WA 98104
93
Wealthminder
score

Connie Peterson (CRD# 2830136) is an Investment Advisor Representative working at Synergy Financial Management, LLC in Seattle, WA and has over 19 years of experience in the finance industry.

4
Alex Kopelevich
CRD#: 6442401
701 Fifth Ave Suite 3520, Seattle, WA 98104
90
Wealthminder
score

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

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