SYNERGY ASSET MANAGEMENT, LLC
CRD #117201 SEC #801-64132 VANCOUVER, WA 206-386-5455
SEC Registered Private Funds
Total AUM
$1.1B
Discretionary
$1.1B
Employees
13
Clients
10
Accounts
5,659
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1.1B | $1.1B | $0 | 13 | 0 |
| Jul 2024 | $823.7M | $823.7M | $0 | 13 | 0 |
| Jun 2024 | $823.7M | $823.7M | $0 | 13 | 0 |
| Mar 2024 | $810.2M | $810.2M | $0 | 13 | 0 |
| Aug 2023 | $678.2M | $678.2M | $0 | 11 | 0 |
| May 2023 | $678.2M | $678.2M | $0 | 11 | 0 |
| Mar 2023 | $678.2M | $678.2M | $0 | 11 | 0 |
| Mar 2022 | $488.6M | $488.6M | $0 | 8 | 0 |
| Mar 2022 | $467.7M | $444.8M | $22.9M | 8 | 0 |
| Nov 2021 | $467.7M | $444.8M | $22.9M | 8 | 0 |
| Nov 2021 | $467.7M | $444.8M | $22.9M | 8 | 0 |
| Oct 2021 | $467.7M | $444.8M | $22.9M | 8 | 0 |
| Sep 2021 | $467.7M | $444.8M | $22.9M | 8 | 0 |
| Sep 2021 | $467.7M | $444.8M | $22.9M | 8 | 0 |
| Mar 2021 | $467.7M | $444.8M | $22.9M | 8 | 0 |
| Jan 2021 | $273.4M | $251.5M | $21.9M | 5 | 1 |
| Jan 2021 | $273.4M | $251.5M | $21.9M | 5 | 1 |
| Jul 2020 | $273.4M | $251.5M | $21.9M | 5 | 1 |
| Jun 2020 | $273.4M | $251.5M | $21.9M | 5 | 1 |
| Jun 2020 | $273.4M | $251.5M | $21.9M | 5 | 1 |
| Jun 2020 | $273.4M | $251.5M | $21.9M | 5 | 1 |
| May 2020 | $273.4M | $251.5M | $21.9M | 5 | 1 |
| May 2020 | $273.4M | $251.5M | $21.9M | 5 | 1 |
| Feb 2020 | $256.7M | $223.1M | $33.6M | 5 | 1 |
| Oct 2019 | $262M | $251.9M | $10.1M | 5 | 1 |
| Oct 2019 | $262M | $251.9M | $10.1M | 5 | 1 |
| May 2019 | $262M | $251.9M | $10.1M | 5 | 1 |
| Mar 2019 | $262M | $249.9M | $12.1M | 5 | 1 |
| Dec 2018 | $190.1M | $170M | $20.1M | 5 | 1 |
| Nov 2018 | $190.1M | $170M | $20.1M | 5 | 1 |
| Aug 2018 | $190.1M | $170M | $20.1M | 5 | 1 |
| Mar 2018 | $190.1M | $170M | $20.1M | 5 | 1 |
| Oct 2017 | $190.2M | $165.2M | $25M | 7 | 1 |
| Aug 2017 | $149.4M | $125.8M | $23.7M | 6 | 300 |
| Aug 2017 | $149.4M | $125.8M | $23.7M | 6 | 300 |
| Apr 2017 | $149.4M | $125.8M | $23.7M | 6 | 300 |
| Jul 2016 | $116.8M | $86.5M | $30.3M | 5 | 200 |
| May 2016 | $116.8M | $86.5M | $30.3M | 5 | 200 |
| May 2016 | $116.8M | $86.5M | $30.3M | 5 | 200 |
| Mar 2016 | $116.8M | $86.5M | $30.3M | 5 | 200 |
| Jun 2015 | $101.9M | $92.5M | $9.4M | 1 | 200 |
| Mar 2015 | $101.9M | $92.5M | $9.4M | 1 | 200 |
| Mar 2014 | $105.7M | $93.6M | $12M | 1 | 200 |
| Mar 2014 | $105.7M | $93.6M | $12M | 1 | 200 |
| Sep 2013 | $95.9M | $86.5M | $9.4M | 1 | 200 |
| Apr 2013 | $95.9M | $86.5M | $9.4M | 1 | 200 |
| Mar 2012 | $90.7M | $84.8M | $5.9M | 1 | 200 |
| May 2011 | $69.1M | $65.9M | $3.1M | 5 | -- |
| Mar 2011 | $69.1M | $65.9M | $3.1M | 5 | -- |
| Nov 2010 | $60.3M | $54.2M | $6M | 5 | -- |
| Jan 2010 | $60.3M | $54.2M | $6M | 5 | -- |
| Oct 2007 | $53.9M | $39.1M | $14.8M | 5 | -- |
| Mar 2007 | $53.9M | $39.1M | $14.8M | 5 | -- |
| Nov 2006 | $45.3M | $31.8M | $13.5M | 5 | -- |
| Mar 2006 | $38.3M | $24.7M | $13.6M | 5 | -- |
| Nov 2005 | $40.4M | $26.6M | $13.8M | 5 | -- |
DateMar 2025
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees13
Clients0
DateJul 2024
Total AUM$823.7M
Discretionary$823.7M
Non-Disc.$0
Employees13
Clients0
DateJun 2024
Total AUM$823.7M
Discretionary$823.7M
Non-Disc.$0
Employees13
Clients0
DateMar 2024
Total AUM$810.2M
Discretionary$810.2M
Non-Disc.$0
Employees13
Clients0
DateAug 2023
Total AUM$678.2M
Discretionary$678.2M
Non-Disc.$0
Employees11
Clients0
DateMay 2023
Total AUM$678.2M
Discretionary$678.2M
Non-Disc.$0
Employees11
Clients0
DateMar 2023
Total AUM$678.2M
Discretionary$678.2M
Non-Disc.$0
Employees11
Clients0
DateMar 2022
Total AUM$488.6M
Discretionary$488.6M
Non-Disc.$0
Employees8
Clients0
DateMar 2022
Total AUM$467.7M
Discretionary$444.8M
Non-Disc.$22.9M
Employees8
Clients0
DateNov 2021
Total AUM$467.7M
Discretionary$444.8M
Non-Disc.$22.9M
Employees8
Clients0
DateNov 2021
Total AUM$467.7M
Discretionary$444.8M
Non-Disc.$22.9M
Employees8
Clients0
DateOct 2021
Total AUM$467.7M
Discretionary$444.8M
Non-Disc.$22.9M
Employees8
Clients0
DateSep 2021
Total AUM$467.7M
Discretionary$444.8M
Non-Disc.$22.9M
Employees8
Clients0
DateSep 2021
Total AUM$467.7M
Discretionary$444.8M
Non-Disc.$22.9M
Employees8
Clients0
DateMar 2021
Total AUM$467.7M
Discretionary$444.8M
Non-Disc.$22.9M
Employees8
Clients0
DateJan 2021
Total AUM$273.4M
Discretionary$251.5M
Non-Disc.$21.9M
Employees5
Clients1
DateJan 2021
Total AUM$273.4M
Discretionary$251.5M
Non-Disc.$21.9M
Employees5
Clients1
DateJul 2020
Total AUM$273.4M
Discretionary$251.5M
Non-Disc.$21.9M
Employees5
Clients1
DateJun 2020
Total AUM$273.4M
Discretionary$251.5M
Non-Disc.$21.9M
Employees5
Clients1
DateJun 2020
Total AUM$273.4M
Discretionary$251.5M
Non-Disc.$21.9M
Employees5
Clients1
DateJun 2020
Total AUM$273.4M
Discretionary$251.5M
Non-Disc.$21.9M
Employees5
Clients1
DateMay 2020
Total AUM$273.4M
Discretionary$251.5M
Non-Disc.$21.9M
Employees5
Clients1
DateMay 2020
Total AUM$273.4M
Discretionary$251.5M
Non-Disc.$21.9M
Employees5
Clients1
DateFeb 2020
Total AUM$256.7M
Discretionary$223.1M
Non-Disc.$33.6M
Employees5
Clients1
DateOct 2019
Total AUM$262M
Discretionary$251.9M
Non-Disc.$10.1M
Employees5
Clients1
DateOct 2019
Total AUM$262M
Discretionary$251.9M
Non-Disc.$10.1M
Employees5
Clients1
DateMay 2019
Total AUM$262M
Discretionary$251.9M
Non-Disc.$10.1M
Employees5
Clients1
DateMar 2019
Total AUM$262M
Discretionary$249.9M
Non-Disc.$12.1M
Employees5
Clients1
DateDec 2018
Total AUM$190.1M
Discretionary$170M
Non-Disc.$20.1M
Employees5
Clients1
DateNov 2018
Total AUM$190.1M
Discretionary$170M
Non-Disc.$20.1M
Employees5
Clients1
DateAug 2018
Total AUM$190.1M
Discretionary$170M
Non-Disc.$20.1M
Employees5
Clients1
DateMar 2018
Total AUM$190.1M
Discretionary$170M
Non-Disc.$20.1M
Employees5
Clients1
DateOct 2017
Total AUM$190.2M
Discretionary$165.2M
Non-Disc.$25M
Employees7
Clients1
DateAug 2017
Total AUM$149.4M
Discretionary$125.8M
Non-Disc.$23.7M
Employees6
Clients300
DateAug 2017
Total AUM$149.4M
Discretionary$125.8M
Non-Disc.$23.7M
Employees6
Clients300
DateApr 2017
Total AUM$149.4M
Discretionary$125.8M
Non-Disc.$23.7M
Employees6
Clients300
DateJul 2016
Total AUM$116.8M
Discretionary$86.5M
Non-Disc.$30.3M
Employees5
Clients200
DateMay 2016
Total AUM$116.8M
Discretionary$86.5M
Non-Disc.$30.3M
Employees5
Clients200
DateMay 2016
Total AUM$116.8M
Discretionary$86.5M
Non-Disc.$30.3M
Employees5
Clients200
DateMar 2016
Total AUM$116.8M
Discretionary$86.5M
Non-Disc.$30.3M
Employees5
Clients200
DateJun 2015
Total AUM$101.9M
Discretionary$92.5M
Non-Disc.$9.4M
Employees1
Clients200
DateMar 2015
Total AUM$101.9M
Discretionary$92.5M
Non-Disc.$9.4M
Employees1
Clients200
DateMar 2014
Total AUM$105.7M
Discretionary$93.6M
Non-Disc.$12M
Employees1
Clients200
DateMar 2014
Total AUM$105.7M
Discretionary$93.6M
Non-Disc.$12M
Employees1
Clients200
DateSep 2013
Total AUM$95.9M
Discretionary$86.5M
Non-Disc.$9.4M
Employees1
Clients200
DateApr 2013
Total AUM$95.9M
Discretionary$86.5M
Non-Disc.$9.4M
Employees1
Clients200
DateMar 2012
Total AUM$90.7M
Discretionary$84.8M
Non-Disc.$5.9M
Employees1
Clients200
DateMay 2011
Total AUM$69.1M
Discretionary$65.9M
Non-Disc.$3.1M
Employees5
Clients--
DateMar 2011
Total AUM$69.1M
Discretionary$65.9M
Non-Disc.$3.1M
Employees5
Clients--
DateNov 2010
Total AUM$60.3M
Discretionary$54.2M
Non-Disc.$6M
Employees5
Clients--
DateJan 2010
Total AUM$60.3M
Discretionary$54.2M
Non-Disc.$6M
Employees5
Clients--
DateOct 2007
Total AUM$53.9M
Discretionary$39.1M
Non-Disc.$14.8M
Employees5
Clients--
DateMar 2007
Total AUM$53.9M
Discretionary$39.1M
Non-Disc.$14.8M
Employees5
Clients--
DateNov 2006
Total AUM$45.3M
Discretionary$31.8M
Non-Disc.$13.5M
Employees5
Clients--
DateMar 2006
Total AUM$38.3M
Discretionary$24.7M
Non-Disc.$13.6M
Employees5
Clients--
DateNov 2005
Total AUM$40.4M
Discretionary$26.6M
Non-Disc.$13.8M
Employees5
Clients--