S
$4.6M Total AUM
$4.6M Disc. AUM
-- 3Y CAGR
1 Employees
2 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-03-2021
- Office Locations
- 1
Office Locations
-- Dripping Springs TX
About Synergos Capital Management
Synergos Capital Management is a Dripping Springs-based RIA. The firm has been operating for 4 years. Managing $4.6M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Interactive Brokers.
Team overview
-- AVG AGE
$4.6M AVG AUM / ADVISOR
$2.3M AVG AUM / CLIENT
5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
M
Michel Jaroslav Klus
Chief Compliance Officer
- CRD
- #7402970
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,583,355 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,583,355 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Derivatives:
Available Cash:
Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Derivatives | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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