Synergy Investment Management Llc, FL — Investment Adviser | BuildTrust

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SYNERGY INVESTMENT MANAGEMENT LLC

Investment AdviceALTAMONTE SPRINGS, FL

Assets Under Management

$461.2M

Total AUM

Donut chart: Discretionary 453.8M, Non-Discretionary 7.4M
Category	Value
Discretionary	453.8M
Non-Discretionary	7.4M

Adviser Information

Field	Value
CRD Number	305961
SEC Number	801-129970
Street Address	215 NORTH WESTMONTE DRIVE
Location	ALTAMONTE SPRINGS, FL 32714
Country	United States
Phone	321-203-4458
Fax	321-203-4459
Total Employees	29

Client Count by Type (1,083 Total)

Horizontal bar chart: Individuals (other than H… 738, High Net Worth Individual… 334, Corporations/Businesses 11
Category	Value
Individuals (other than H…	738
High Net Worth Individual…	334
Corporations/Businesses	11