Adviser Profile
| As of Date | 03/31/2022 |
| Registration status | Registration Changed to SYNERGY INVESTMENT MANAGEMENT LLC |
| ADV Location | ALTAMONTE SPRINGS, FL, United States |
| Contact Info | 321 xxxxxxx |
| AUM* | 0 |
| of that, discretionary | 0 |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- No longer eligible
Client Types
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
1
1
1
1
2020
2021
2022
Private Funds
No private funds