# SYNERGY INVESTMENT MANAGEMENT LLC

SYNERGY INVESTMENT MANAGEMENT LLC of ALTAMONTE SPRINGS, FL is an SEC-registered investment adviser.

## Registration

- CRD: 305961
- Type: SEC-registered investment adviser
- SEC file number: 801-129970
- Location: 215 NORTH WESTMONTE DRIVE, ALTAMONTE SPRINGS, FL, 32714
- Phone: 321-203-4458
- Latest filing: 2026-05-20
- Regulatory AUM: $681.5M
- Discretionary AUM: $672.7M
- Non-discretionary AUM: $8.8M
- Clients: 22
- Accounts: 2,500

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Charities

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Christopher Wayne Bordner | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, PRINCIPAL, AND WEALTH MANAGER; MANAGING MEMBER | — |
| Amanda Davidson Stevens | CHIEF OPERATING OFFICER | — |
| BORDNER CHRISTOPHER WAYNE | CHIEF COMPLIANCE OFFICER; CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, PRINCIPAL, AND WEALTH MANAGER (+1 more) | — |
| TOWNSEND CRAIG ROBERT | MANAGING MEMBER | — |
| STEVENS AMANDA DAVIDSON | CHIEF OPERATING OFFICER | — |
| Solomon Shen | COO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/305961/brochure
- Similar advisers: https://search.stillhousedata.com/firm/305961/similar
- Related entities: https://search.stillhousedata.com/firm/305961/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/305961

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.