Synergy Financial Management LLC

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CAFR Data
Synergy Financial Management LLC
CRD #117201
SEC #801-64132
CIK #1699080
AUM $256.7 MM (87% Disc, 100% US, 2020-02-19)
Employees5 (60% Investors, 0% Brokers)
Phone206-386-5455
Address13231 Se 36th Street
Bellevue, WA 98006
Source [IAPD] [EDGAR] [Website]
Total AUM ($MM)
2652121591065302004200920152021
Type Private Fund Form D Sold ($MM) AUM ($MM)
HF Rowan Street Capital LLC 4.9
View All
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