Synergy Investment Group, LLC
Synergy Investment Group, LLC is an SEC-registered ria with $20.8M assets under management (AUM, regulatory AUM), -24% over one year. See who owns Synergy Investment Group, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 46035, data through 2012-09-10.
- AUM (assets under management / regulatory AUM)
- $20.8M (2012-09-10)
- Firm type
- Ria
- CRD
- 46035
- Ownership
- DEFLOREO, RITA CAROL; PALLADINO, CHRISTOPHER JOSEPH; BAIN, TIMOTHY JOHN; SIDES, ERIC CHRISTOPHER; VISION TREK, LLC.
How much AUM does Synergy Investment Group, LLC have?
Synergy Investment Group, LLC reported $20.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2012-09-10).
Who owns Synergy Investment Group, LLC?
Disclosed owners and executives of Synergy Investment Group, LLC include DEFLOREO, RITA CAROL, PALLADINO, CHRISTOPHER JOSEPH, BAIN, TIMOTHY JOHN, SIDES, ERIC CHRISTOPHER, VISION TREK, LLC.. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.