SYNERGY INVESTMENT MANAGEMENT LLC
CRD #305961 SEC #801-129970 ALTAMONTE SPRINGS, FL 321-203-4458
SEC Registered
Total AUM
$461.2M
Discretionary
$453.8M
Employees
29
Clients
1
Accounts
2,070
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $461.2M | $453.8M | $7.4M | 29 | 0 |
| Nov 2025 | $461.2M | $453.8M | $7.4M | 29 | 0 |
| Sep 2025 | $461.2M | $453.8M | $7.4M | 29 | 0 |
| Aug 2025 | $461.2M | $453.8M | $7.4M | 29 | 0 |
| Jun 2025 | $461.2M | $453.8M | $7.4M | 29 | 0 |
| May 2025 | $461.2M | $453.8M | $7.4M | 29 | 0 |
| Apr 2025 | $461.2M | $453.8M | $7.4M | 29 | 0 |
| Mar 2025 | $461.2M | $453.8M | $7.4M | 29 | 0 |
| Dec 2024 | $101.6M | $96.1M | $5.4M | 20 | 0 |
| Oct 2024 | $101.6M | $96.1M | $5.4M | 20 | 0 |
| Sep 2024 | $101.6M | $96.1M | $5.4M | 20 | 0 |
| Sep 2024 | $101.6M | $96.1M | $5.4M | 20 | 0 |
| Aug 2024 | $101.6M | $96.1M | $5.4M | 12 | 0 |
| Apr 2024 | $101.6M | $96.1M | $5.4M | 12 | 0 |
| Mar 2024 | $101.6M | $96.1M | $5.4M | 12 | 0 |
| Mar 2022 | $0 | $0 | $0 | 2 | 0 |
| Jan 2022 | $0 | $0 | $0 | 2 | 0 |
| Oct 2021 | $0 | $0 | $0 | 1 | 0 |
| Aug 2021 | $0 | $0 | $0 | 1 | 0 |
| Jun 2021 | $0 | $0 | $0 | 1 | 0 |
| May 2021 | $0 | $0 | $0 | 1 | 0 |
| Jan 2021 | $0 | $0 | $0 | 1 | 0 |
| Nov 2020 | $0 | $0 | $0 | 1 | 0 |
| Sep 2020 | $0 | $0 | $0 | 1 | 0 |
| Sep 2020 | $0 | $0 | $0 | 1 | 0 |
| Sep 2020 | $0 | $0 | $0 | 1 | 0 |
| Sep 2020 | $0 | $0 | $0 | 1 | 0 |
DateDec 2025
Total AUM$461.2M
Discretionary$453.8M
Non-Disc.$7.4M
Employees29
Clients0
DateNov 2025
Total AUM$461.2M
Discretionary$453.8M
Non-Disc.$7.4M
Employees29
Clients0
DateSep 2025
Total AUM$461.2M
Discretionary$453.8M
Non-Disc.$7.4M
Employees29
Clients0
DateAug 2025
Total AUM$461.2M
Discretionary$453.8M
Non-Disc.$7.4M
Employees29
Clients0
DateJun 2025
Total AUM$461.2M
Discretionary$453.8M
Non-Disc.$7.4M
Employees29
Clients0
DateMay 2025
Total AUM$461.2M
Discretionary$453.8M
Non-Disc.$7.4M
Employees29
Clients0
DateApr 2025
Total AUM$461.2M
Discretionary$453.8M
Non-Disc.$7.4M
Employees29
Clients0
DateMar 2025
Total AUM$461.2M
Discretionary$453.8M
Non-Disc.$7.4M
Employees29
Clients0
DateDec 2024
Total AUM$101.6M
Discretionary$96.1M
Non-Disc.$5.4M
Employees20
Clients0
DateOct 2024
Total AUM$101.6M
Discretionary$96.1M
Non-Disc.$5.4M
Employees20
Clients0
DateSep 2024
Total AUM$101.6M
Discretionary$96.1M
Non-Disc.$5.4M
Employees20
Clients0
DateSep 2024
Total AUM$101.6M
Discretionary$96.1M
Non-Disc.$5.4M
Employees20
Clients0
DateAug 2024
Total AUM$101.6M
Discretionary$96.1M
Non-Disc.$5.4M
Employees12
Clients0
DateApr 2024
Total AUM$101.6M
Discretionary$96.1M
Non-Disc.$5.4M
Employees12
Clients0
DateMar 2024
Total AUM$101.6M
Discretionary$96.1M
Non-Disc.$5.4M
Employees12
Clients0
DateMar 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJan 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateOct 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateAug 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJun 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateMay 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJan 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateNov 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateSep 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateSep 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateSep 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateSep 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0