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SYNERGY ASSET MANAGEMENT, LLC

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Company Details

Legal Name: SYNERGY ASSET MANAGEMENT, LLC
Jurisdiction: WASHINGTON
Entity Type: WA LIMITED LIABILITY COMPANY
Category: DOMESTIC ENTITY
Status: Active
Formation/ Registration Date: July 2nd 2001
Expiration date: 31 Jul 2025
UBI Number: 602 132 236
ZIP code: 98684
City: Vancouver
County: CLARK
Home State: WASHINGTON
Principal Office Street Address: Google Maps Logo 13215 SE MILL PLAIN BLVD STE C8-321, VANCOUVER, WA, 98684-6991, UNITED STATES

Contact Details

E-Mail: JOE@SFMADVISORS.COM
Phone Number: +1 206-386-5455

Nature of Business

Other Services

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Registered Agent Information

Name Role Address
DAVID LYONS Registered Agent 10655 NE 4TH ST STE 704, BELLEVUE, WA, 98004-5037, UNITED STATES

Key Officers & Management

Name Role Address
SYNERGY FINANCIAL SERVICES INC Governing Person 701 5TH AVE #3520, SEATTLE, WA, 98104, UNITED STATES

Central Index Key

CIK number:
0001699080
Phone:
206-386-5455

Latest Filings

Form type:
N-PX
File number:
028-20757
Filing date:
2025-07-09
File:
Form type:
13F-HR
File number:
028-20757
Filing date:
2025-04-22
File:
Form type:
13F-HR
File number:
028-20757
Filing date:
2025-01-23
File:
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