| Name | Title | Ownership | Since |
|---|---|---|---|
| Amanda Davidson Stevens Control | Chief Operating Officer | Under 5% | 2021 |
| Christopher Wayne Bordner Control | Chief Executive Officer, Chief Compliance Officer, Principal, And Wealth Manager | Under 5% | 2019 |
| Synergy Wealth Alliance, LLC Control | Owner | Over 75% | 2019 |
Synergy Investment Management LLC reports $461.2 million in regulatory assets under management on its Form ADV.
Synergy Investment Management LLC reports 29 employees.
Synergy Investment Management LLC is based in Altamonte Springs, FL and has been SEC-registered since 2024.
Synergy Investment Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 215 North Westmonte Drive, Altamonte Springs, FL 32714 |
| Phone | 321-203-4458 |
| Fax | 321-203-4459 |
| Office hours | 9:00a.m. Est - 5:00p.m. Est |
| SEC region | Miami Regional Office (MIRO) |
| CIK | 2053786 |
| Discloses disciplinary history | No |
| Discretionary | $453.8M |
| Non-discretionary | $7.4M |
| Total (RAUM) | $461.2M |