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 | — |
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|---|---|---|---|---|
| ROWAN STREET CAPITAL, LLC | Hedge Fund | Delaware | 34 | $19.7M | $100K |
Showing 15 of 16 offices.
| City | State | Employees | Phone |
|---|---|---|---|
| — | — | 1 | 9089824431 |
| — | — | 1 | (480) 516-4644 |
| — | — | 1 | 206-594-2178 |
| — | — | 1 | 206-347-0368 |
| — | — | 1 | 2063865450 |
| — | — | 1 | 2063865456 |
| — | — | 1 | 206-625-5000 |
| WOODSIDE | NY | 1 | 602-635-7492 |
| — | — | 1 | 9089824431 |
| — | — | 1 | (480) 516-4644 |
| — | — | 1 | 206-594-2178 |
| — | — | 1 | 206-347-0368 |
| — | — | 1 | 2063865450 |
| — | — | 1 | 2063865456 |
| — | — | 1 | 206-625-5000 |