Synergy Wealth Alliance, LLC is listed as Owner at Synergy Investment Management LLC in Altamonte Springs, FL. Form ADV reports a beneficial ownership band of Over 75%.
Reported ownership
Owns Over 75% of Synergy Investment Management LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Synergy Wealth Alliance, LLC work?
Synergy Wealth Alliance, LLC is listed as Owner at Synergy Investment Management LLC on SEC Form ADV.
How much of Synergy Investment Management LLC does Synergy Wealth Alliance, LLC own?
Form ADV reports a beneficial ownership band of Over 75%.