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| Synergy Investment Management LLC
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| CRD # | 305961 |
| SEC # | 801-129970 |
| CIK # | 0002053786, 0001905669, 0001699080 |
| AUM | 681.5 M (2026-05-20) |
| Employees | 22 (73% Investors, 91% Brokers) |
| Fees | |
| Minimum | |
| Phone | 321-203-4458 |
| Address | 215 North Westmonte Drive Altamonte Springs, FL 32714 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 0.1 | ||
| Nvidia Corp | 0.0 | ||
| Apple Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| Broadcom Inc | 0.0 | ||
| Facebook Inc | 0.0 | ||
| ARCA Biopharma Inc | 0.0 | ||
| Visa Inc | 0.0 | ||
| Costco Wholesale Corp /NEW | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,685 | 207.1 |
| (b) Individuals (high net worth individuals) | 784 | 456.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 0.5 |
| (h) Charitable organizations | 5 | 0.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 23 | 16.3 |
| (n) Other | 0 | 0.0 |
| Total | 2,500 | 681.5 |
| By Discretionary | ||
| Discretionary | 2,358 | 672.7 |
| Non-Discretionary | 142 | 8.8 |
| Total | 2,500 | 681.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 681.5 | |
| Total | 2,500 | 681.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001699080] | |
| 13F-HR | [0001905669] | |
| 13F-HR | [0002053786] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 16 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
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WI | 683.7 M |
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Broad Run Investment Management LLC
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VA | 681.8 M |
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Sandbox Financial Partners LLC
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LMG Wealth Partners LLC
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LA | 681.2 M |
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Eagle Bay Advisors LLC
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NY | 680.8 M |
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Bryant Woods Investment Advisors LLC
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NY | 679.7 M |
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Saxon Interests Inc
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TX | 679.1 M |