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Joseph Merrell Maas

PrincipalSynergy Asset Management, LLCCRD 2170891

About Joseph Merrell Maas

Joseph Merrell Maas is listed as Principal at Synergy Asset Management, LLC in Vancouver, WA. Form ADV reports a beneficial ownership band of Under 5%. Joseph Merrell Maas is associated with 4 registered advisers.

Reported ownership

Owns Under 5% of Synergy Asset Management, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Joseph Merrell Maas work?

Joseph Merrell Maas is listed as Principal at Synergy Asset Management, LLC on SEC Form ADV.

How much of Synergy Asset Management, LLC does Joseph Merrell Maas own?

Form ADV reports a beneficial ownership band of Under 5%.

Synergy Asset Management, LLC

TitlePrincipal
OwnershipUnder 5%
Control personYes
Since2001
View Synergy Asset Management, LLC →

Spg Advisors LLC

TitleChief Investment Officer
OwnershipUnder 5%
Control personNo
Since2018
View Spg Advisors LLC →

Advisor Share Wealth Management, LLC

TitleOwner
OwnershipOver 75%
Control personYes
Since2001
View Advisor Share Wealth Management, LLC →

Synergy Asset Management, LLC

TitleOwner
OwnershipOver 75%
Control personYes
Since2001
View Synergy Asset Management, LLC →