Joseph Merrell Maas
PrincipalSynergy Asset Management, LLCCRD 2170891
About Joseph Merrell Maas
Joseph Merrell Maas is listed as Principal at Synergy Asset Management, LLC in Vancouver, WA. Form ADV reports a beneficial ownership band of Under 5%. Joseph Merrell Maas is associated with 4 registered advisers.
Reported ownership
Owns Under 5% of Synergy Asset Management, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Joseph Merrell Maas work?
Joseph Merrell Maas is listed as Principal at Synergy Asset Management, LLC on SEC Form ADV.
How much of Synergy Asset Management, LLC does Joseph Merrell Maas own?
Form ADV reports a beneficial ownership band of Under 5%.
Synergy Asset Management, LLC
| Title | Principal |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2001 |
Spg Advisors LLC
| Title | Chief Investment Officer |
| Ownership | Under 5% |
| Control person | No |
| Since | 2018 |
Advisor Share Wealth Management, LLC
| Title | Owner |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2001 |
Synergy Asset Management, LLC
| Title | Owner |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2001 |