SYNERGY INVESTMENT MANAGEMENT LLC of ALTAMONTE SPRINGS, FL is an SEC-registered investment adviser (CRD 305961). Regulatory assets under management: $681.5M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Charities.
| 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 | — |
| City | State | Employees | Phone |
|---|---|---|---|
| THE VILLAGES | FL | 6 | 352-259-8498 |
| THE VILLAGES | FL | 6 | 352-259-8498 |
| MAITLAND | FL | 2 | 321-203-4458 |
| TAVARES | FL | 2 | 321-203-4458 |
| ORLANDO | FL | 2 | 321-203-4458 |
| MAITLAND | FL | 2 | 321-203-4458 |
| TAVARES | FL | 2 | 321-203-4458 |
| ORLANDO | FL | 2 | 321-203-4458 |