SYNERGY CAPITAL MANAGEMENT, LLC

SYNERGY CAPITAL MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 145990). Regulatory assets under management: $1.0M.

Registration

• CRD: 145990
• Type: Registered investment adviser
• Phone: 4048041889
• Latest filing: 2024-03-27
• Regulatory AUM: $1.0M
• Discretionary AUM: $1.0M
• Clients: 1
• Accounts: 6

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 145990 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search