Synergy Financial Services, Inc. is listed as 79% Owner at Synergy Asset Management, LLC in Vancouver, WA. Form ADV reports a beneficial ownership band of Over 75%.
Reported ownership
Owns Over 75% of Synergy Asset Management, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Synergy Financial Services, Inc. work?
Synergy Financial Services, Inc. is listed as 79% Owner at Synergy Asset Management, LLC on SEC Form ADV.
How much of Synergy Asset Management, LLC does Synergy Financial Services, Inc. own?
Form ADV reports a beneficial ownership band of Over 75%.