SYNERGOS ADVISORY

SYNERGOS ADVISORY of SEATTLE, WA is an SEC-registered investment adviser (CRD 304021). Regulatory assets under management: $3.9M.

Registration

• CRD: 304021
• Type: Registered investment adviser
• Location: 1700 WESTLAKE AVE N, SEATTLE, WA, 98109
• Phone: (206) 800-8056
• Latest filing: 2026-03-02
• Regulatory AUM: $3.9M
• Discretionary AUM: $3.9M
• Clients: 1
• Accounts: 19

Business model

Compensation: Hourly, Fixed.

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 304021 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search