SYNERGY INVESTMENT GROUP, LLC
CRD #46035 SEC #801-68315 KANNAPOLIS, NC 704-333-7637
SEC Registered Broker-Dealer Disclosures
Total AUM
$11.5M
Discretionary
$11.5M
Employees
11
Clients
1
Accounts
182
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2012 | $20.8M | $20.8M | $0 | 11 | 200 |
| Jul 2012 | $11.5M | $11.5M | $0 | 11 | 200 |
| Jul 2012 | $11.5M | $11.5M | $0 | 11 | 200 |
| Jul 2012 | $11.5M | $11.5M | $0 | 11 | 200 |
| Jun 2012 | $11.5M | $11.5M | $0 | 11 | 200 |
| Mar 2012 | $24.4M | $24.4M | $0 | 11 | 200 |
| Dec 2011 | $27.3M | $27.3M | $0 | 11 | 101 |
| Jul 2011 | $27.3M | $27.3M | $0 | -- | -- |
| Mar 2011 | $27.3M | $27.3M | $0 | -- | -- |
| Mar 2011 | $30.2M | $30.2M | $0 | -- | -- |
| Jan 2011 | $30.2M | $30.2M | $0 | -- | -- |
| Jul 2010 | $30.2M | $30.2M | $0 | -- | -- |
| Jul 2010 | $23.1M | $23.1M | $0 | -- | -- |
| Jun 2010 | $23.1M | $23.1M | $0 | -- | -- |
| Jun 2010 | $23.1M | $23.1M | $0 | -- | -- |
| Jun 2010 | $23.1M | $23.1M | $0 | -- | -- |
| May 2010 | $23.1M | $23.1M | $0 | -- | -- |
| Apr 2010 | $23.1M | $23.1M | $0 | -- | -- |
| Mar 2010 | $29.5M | $29.5M | $0 | -- | -- |
| Mar 2008 | $132.2M | $82.4M | $49.8M | 51 | -- |
| Oct 2007 | $61M | $16M | $45M | 51 | -- |
| Aug 2007 | $61M | $16M | $45M | 51 | -- |
DateSep 2012
Total AUM$20.8M
Discretionary$20.8M
Non-Disc.$0
Employees11
Clients200
DateJul 2012
Total AUM$11.5M
Discretionary$11.5M
Non-Disc.$0
Employees11
Clients200
DateJul 2012
Total AUM$11.5M
Discretionary$11.5M
Non-Disc.$0
Employees11
Clients200
DateJul 2012
Total AUM$11.5M
Discretionary$11.5M
Non-Disc.$0
Employees11
Clients200
DateJun 2012
Total AUM$11.5M
Discretionary$11.5M
Non-Disc.$0
Employees11
Clients200
DateMar 2012
Total AUM$24.4M
Discretionary$24.4M
Non-Disc.$0
Employees11
Clients200
DateDec 2011
Total AUM$27.3M
Discretionary$27.3M
Non-Disc.$0
Employees11
Clients101
DateJul 2011
Total AUM$27.3M
Discretionary$27.3M
Non-Disc.$0
Employees--
Clients--
DateMar 2011
Total AUM$27.3M
Discretionary$27.3M
Non-Disc.$0
Employees--
Clients--
DateMar 2011
Total AUM$30.2M
Discretionary$30.2M
Non-Disc.$0
Employees--
Clients--
DateJan 2011
Total AUM$30.2M
Discretionary$30.2M
Non-Disc.$0
Employees--
Clients--
DateJul 2010
Total AUM$30.2M
Discretionary$30.2M
Non-Disc.$0
Employees--
Clients--
DateJul 2010
Total AUM$23.1M
Discretionary$23.1M
Non-Disc.$0
Employees--
Clients--
DateJun 2010
Total AUM$23.1M
Discretionary$23.1M
Non-Disc.$0
Employees--
Clients--
DateJun 2010
Total AUM$23.1M
Discretionary$23.1M
Non-Disc.$0
Employees--
Clients--
DateJun 2010
Total AUM$23.1M
Discretionary$23.1M
Non-Disc.$0
Employees--
Clients--
DateMay 2010
Total AUM$23.1M
Discretionary$23.1M
Non-Disc.$0
Employees--
Clients--
DateApr 2010
Total AUM$23.1M
Discretionary$23.1M
Non-Disc.$0
Employees--
Clients--
DateMar 2010
Total AUM$29.5M
Discretionary$29.5M
Non-Disc.$0
Employees--
Clients--
DateMar 2008
Total AUM$132.2M
Discretionary$82.4M
Non-Disc.$49.8M
Employees51
Clients--
DateOct 2007
Total AUM$61M
Discretionary$16M
Non-Disc.$45M
Employees51
Clients--
DateAug 2007
Total AUM$61M
Discretionary$16M
Non-Disc.$45M
Employees51
Clients--