Synergy Asset Management, LLC

Overview

Synergy Asset Management, LLC is an SEC registered investment adviser based in Vancouver, WA, registered since 2003. It reports $1.3B in assets under management across 5,353 accounts, with 14 employees. It has 10 investment adviser representatives.

Reported AUM

$1.3B

Discretionary

100%

Accounts

5,353

Average account

$243K

Employees

14

Advisory reps

10

Registered since

2003

Jurisdictions

23

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Management for Investment Companies
• Other Advisory Services
• Pension Consulting
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals
• Investment Companies
• Other Investment Advisors
• Pension/Profit Sharing Plan
• Pooled Investment Vehicles

Fee structure

Hourly Charges, Percentage of Assets and Performance-Based Fees

Executive officers 2 of 2

• Todd Sinclair Jessup President, Chief Compliance Officer CRD 4575423
• Joseph Merrell Maas Principal CRD 2170891

Advisory reps 3 of 10

• Kellie Chandler Insurance Agent · Investment Adviser Rep CRD 7296435
• Todd Sinclair Jessup Investment Adviser Rep CRD 4575423
• Joseph M Maas Insurance Agent · Investment Adviser Rep CRD 2170891

7 more advisory reps, with emails, phones and branch locations

Location

Headquarters

13215 SE Mill Plain Blvd Ste C8-321
Vancouver, WA 98684

County

Clark

Metro area

Portland-Vancouver-Hillsboro, OR-WA

Region

West

Registrations

• SEC registered
• Registered in 23 jurisdictions
• Website: samadvisortech.com

Every state, with registration dates

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