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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-04-2001
- Office Locations
- 8
Office Locations
About Synergy Asset Management, LLC
Synergy Asset Management, LLC provides institutional-fiduciary investment management for retail and institutional investors, developing a personalized investment policy statement (IPS) and dynamically monitoring global portfolios across styles, sectors, and strategies. The firm pairs asset management with next-generation practice management technology and a lifestyle protection process, and has guided clients through three recessions over 30 years. Strategies are often implemented via ETFs; custody includes Schwab.
Team overview
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Owner & Executives
TODD SINCLAIR JESSUP
Chief Compliance Officer, President
- CRD
- #4575423
- Ownership
- Less than 5%
JOSEPH MERRELL MAAS
Advisor, Chief Investment Officer, PRINCIPAL
- CRD
- #2170891
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Kellie Chandler
Project Manager
- CRD
- #7296435
Thi Hong Van Nguyen
Senior Investment Associate
- CRD
- #8134037
Showing 2 of 10 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,299,423,867 | $242,747 |
| Non-Discretionary | $0 | -- |
| Total | $1,299,423,867 | $242,747 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Private Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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