Synergy Financial Management LLC
Synergy Financial Management is a hedge fund company based in Seattle, WA. They operate 1 private fund and have approximately $149.4 million in total assets under management (AUM). You can view more information on Synergy Financial Management including private fund info, contact info, top management and executives, website, email addresses, and more below:
Contact Details for Synergy Financial Management
Synergy Financial Management, LLC
701 Fifth Ave Suite 3520
Seattle, WA 98104-7055
United States
Phone: 206-386-5455
Fax: 206-386-5452
Website: http://www.sfmadvisors.com
Overview of Synergy Financial Management
Org. Type: Limited Liability Company
Registration Country: United States
0
SEC#: 801-64132
Org#: 117201
Legal Issues: No legal issues reported
Company Type: Hedge Fund
Pooled Investments: Up to 10 percent
Private Funds Managed(1): Rowan Street Capital Llc
Ownership/Leadership of Synergy Financial Management
| Synergy Financial Services Inc. | 99% Owner |
| Joseph Merrell Maas | Principal/Chief Compliance Officer |
Synergy Financial Management Key Stats and Charts
Discretionary AUM: $126 million
Rank: 1985 out of 3271 hedge fund management companies
Total AUM: $149 million
Rank: 1978 out of 3271 hedge fund management companies
# of Accounts: 780
Rank: 171 out of 3271 hedge fund management companies
Average Account Size: 191597.552564
Rank: 2347 out of 3271 hedge fund management companies
# of Employees: 6
Rank: 1708 out of 3271 hedge fund management companies
# of Private Funds: 1
Rank: 1944 out of 3271 hedge fund management companies
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