SYNERGY INVESTMENT MANAGEMENT LLC - Financial Advisor in Florida, Altamonte Springs

Tel: 321-203-4458 215 North Westmonte Drive Altamonte Springs, Florida 32714

About SYNERGY INVESTMENT MANAGEMENT LLC

SYNERGY INVESTMENT MANAGEMENT LLC is a Altamonte Springs, Florida based financial advisory firm with nearly $101,561,619 in assets under management and provides investment advisory services for 487 clients. There are currently 20 financial advisors at the firm.

General Information

Firm CRD#:

305961

Firm SEC#:

801-129970

Assets Under Management:

$101,561,619

No. of Clients:

487

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Fee Structure:

A percentage of AUM, Fixed fees

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