Synergy Investment Management LLC

Synergy Investment Management LLC (CRD# 305961) is a financial advisory firm headquartered in Altamonte Springs, FL. They manage $101,561,619 in 487 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
215 North Westmonte Drive, Altamonte Springs, FL 32714
https://www.synergywealthalliance.com/
By the Numbers
  • Total Assets Under Management
    102
    MILLION
  • Total Number of Accounts
    487
    ACCOUNTS
  • Average Account Value
    $208,545
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Synergy Investment Management LLC
Showing 1 - 2 of 2 top financial advisors.
1
Christopher Bordner, financial advisor Altamonte Springs FL
Christopher W. Bordner
CRD#: 4051484
215 North Westmonte Drive, Altamonte Springs, FL 32714

Christopher Bordner (CRD# 4051484) is an Investment Advisor Representative working at Synergy Investment Management LLC in Altamonte Springs, FL and has over 22 years of experience in the finance industry.

2
Timothy Wetherington, financial advisor Altamonte Springs FL
Timothy R. Wetherington
CRD#: 2564087
215 North Westmonte Drive, Altamonte Springs, FL 32714

Timothy Wetherington (CRD# 2564087) is an Investment Advisor Representative working at Synergy Investment Management LLC in Altamonte Springs, FL and has over 29 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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