SYNERGY ASSET MANAGEMENT, LLC

13215 Se Mill Plain Blvd
Suite C8-321
Vancouver, Washington 98684
Tel: 206-386-5455

About SYNERGY ASSET MANAGEMENT, LLC

SYNERGY ASSET MANAGEMENT, LLC, formally registered with the SEC as SYNERGY ASSET MANAGEMENT, LLC. The firm was established in 04/08/2005. They have over 7 offices throughout the country.

SYNERGY ASSET MANAGEMENT, LLC is a Vancouver, Washington based Financial Planning firm with nearly $823,706,675 assets under management, offering retirement planning & investment advisory services to 5972 clients. The firm is staffed with 13 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	117201
SEC#	801-64132
Assets Managed by Firm	$823,706,675
No. of Clients	5972
No. of Advisors	13

Fee Structure

A percentage of AUM
Hourly charges
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Pesnsion consulting services
Selection for other advisors
Other (SIGNAL PROVIDER; SUB-ADVISER)

Firm Client Information

	No. of Clients	AUM
Firm Total	5972	$823,706,675
Individuals (other than high net worth individuals)	938	$298,236,951
High net worth individuals	143	$279,591,303
Pension and profit sharing plans	7	$10,493,653
Other investment advisers	37	$209,279,026

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RUSSELL INVESTMENTS 1301 Second Avenue, 18th Floor Seattle, WA, 98101	$82,657,150,657	146	653
RUSSELL INVESTMENTS 1301 Second Avenue, 18th Floor Seattle, WA, 98101	$52,480,583,056	70944	653
BENTALLGREENOAK (U.S.) LIMITED PARTNERSHIP 1201 Third Avenue, Suite 3000 Seattle, WA, 98101	$24,747,000,000	17	95
RUSSELL INVESTMENTS 1301 Second Avenue, 18th Floor Seattle, WA, 98101	$23,026,995,111	77	656

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