Allocator Index · CRD 117201

SYNERGY ASSET MANAGEMENT, LLC

Vancouver, WA · 206-386-5455 · samadvisortech.com

SEC IAPD record ↗

Fit score

72

  • aum $250M-$3.0B+22
  • any_private_fund+22
  • hnw>=200+20
  • employees 3-60+8

HNW clients

209

Other individuals

944

HNW assets

$368.7M

Total AUM

$1.3B

Employees

14

Private funds advised

Schedule D 7.B.(1). Real-estate funds first.

FundTypeGross asset value
ROWAN STREET CAPITAL, LLCHedge Fund$19.7M