Synergy Investment Management LLC
Synergy Investment Management LLC is an SEC-registered mass-market adviser in Altamonte Springs, FL with $681.5M assets under management (AUM, regulatory AUM), +48% over one year. See who owns Synergy Investment Management LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 305961, SEC 801-129970, data through 2026-05-20.
- AUM (assets under management / regulatory AUM)
- $681.5M (2026-05-20)
- Firm type
- Mass-Market Adviser
- Location
- Altamonte Springs, FL
- Employees
- 22
- Clients
- 2,500
- CRD
- 305961
- Ownership
- BORDNER, CHRISTOPHER, WAYNE; BTA HOLDINGS, PLLC; STEVENS, AMANDA, DAVIDSON; TOWNSEND, CRAIG, ROBERT; SYNERGY WEALTH ALLIANCE, LLC
How much AUM does Synergy Investment Management LLC have?
Synergy Investment Management LLC reported $681.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-20).
Who owns Synergy Investment Management LLC?
Disclosed owners and executives of Synergy Investment Management LLC include BORDNER, CHRISTOPHER, WAYNE, BTA HOLDINGS, PLLC, STEVENS, AMANDA, DAVIDSON, TOWNSEND, CRAIG, ROBERT, SYNERGY WEALTH ALLIANCE, LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.