Synergy Financial Management LLC
Legal Name: SYNERGY FINANCIAL MANAGEMENT, LLC
Full Contact Details
Synergy Financial Management LLC
13231 SE 36TH STREET, SUITE 215, BELLEVUE, WA
206-386-5455
206-386-5452
Other Info
SYNERGY FINANCIAL MANAGEMENT, LLC is a Washington-based Limited Liability Company that specializes in financial management. With 5 employees, including 3 advisory professionals, the firm is committed to providing personalized services to its clients. As per U.S Securities and Exchange Commission records, the organization's registration was approved on April 8, 2005. Despite serving only one client, SYNERGY FINANCIAL MANAGEMENT, LLC continually endeavors to provide sound financial advice and support.
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Direct Owners
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JOSEPH MERRELL MAAS
PRINCIPAL owns less than 5%
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SUSAN KATRIS
CHIEF COMPLIANCE OFFICER owns less than 5%
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SYNERGY FINANCIAL SERVICES, INC.
99% OWNER owns 75% or more
Indirect Owners
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JOSEPH MERRELL MAAS
OWNER owns 75% or more
Prime Brokers
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INTERACTIVE BROKERS CORP.
United States