Tech stack
No one at Synergy Investment Management LLC has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.
Custodial Platform
LPL Financial
Per Form ADV · $87M held · filed Dec 2024
Schwab
Per Form ADV · $15M held · filed Dec 2024