Synergy Investment Management LLC
● SEC registered since 2024CRD 305961SEC# 801-129970Altamonte Springs, FL
Reg. AUM
$681.5M
Employees
22
Accounts
2,500
Location
Altamonte Springs, FL
Synergy Investment Management LLC assets under management
Synergy Investment Management LLC is an investment advisory firm registered with the SEC based in Altamonte Springs, FL. The firm has been registered since 2024. It reports $681.5 million in regulatory assets under management and employs 22 people.
Synergy Investment Management LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher Wayne Bordner Control | Chief Executive Officer, Chief Compliance Officer, Principal, And Wealth Manager | Under 5% | 2019 |
| Solomon Shen | Coo | Under 5% | 2026 |
| Synergy Wealth Alliance, LLC Control | Owner | Over 75% | 2019 |
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Join to unlock · $37/moFrequently asked questions
How much does Synergy Investment Management LLC manage?
Synergy Investment Management LLC reports $681.5 million in regulatory assets under management on its Form ADV.
How many employees does Synergy Investment Management LLC have?
Synergy Investment Management LLC reports 22 employees.
Where is Synergy Investment Management LLC located?
Synergy Investment Management LLC is based in Altamonte Springs, FL and has been SEC-registered since 2024.
Does Synergy Investment Management LLC disclose fund performance?
Synergy Investment Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 215 North Westmonte Drive, Altamonte Springs, FL 32714 |
| Phone | 321-203-4458 |
| Fax | 321-203-4459 |
| Office hours | 9:00a.m. Est - 5:00p.m. Est |
| SEC region | Miami Regional Office (MIRO) |
| CIK | 2053786 |
| Discloses disciplinary history | No |
Regulatory AUM
$681.5M▲ 48%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 41%
Larger than 59% of 16,271 advisers
EmployeesTop 22%
More than 78% of 16,825 advisers
Assets under management
$681.5Mregulatory AUM
Discretionary $672.7MNon-discretionary $8.8M