SYNERGY ASSET MANAGEMENT, LLC of VANCOUVER, WA is an SEC-registered investment adviser (CRD 117201). Regulatory assets under management: $1.3B.
Compensation: % of AUM, Hourly, Performance.
Clients served: Individuals, High net worth, Pensions, Charities, Investment cos, Other.
| Name | Role | Location |
|---|---|---|
| Joseph Merrell Maas | OWNER; PRINCIPAL | — |
| Todd Sinclair Jessup | PRESIDENT; CHIEF COMPLIANCE OFFICER | — |
| THOMPSON KYLE JAY | CHIEF COMPLIANCE OFFICER | — |
| MAAS JOSEPH MERRELL | OWNER; PRINCIPAL; PRINCIPAL/CHIEF COMPLIANCE OFFICER | — |
| JESSUP TODD SINCLAIR | PRESIDENT; CHIEF COMPLIANCE OFFICER | — |
| KATRIS SUSAN | CHIEF COMPLIANCE OFFICER | — |
| SHRADER ANN MINETTE | CHIEF COMPLIANCE OFFICER | — |