Joseph
Maas
Synergy Asset Management, LLC
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About this Advisor
Joseph Maas is a financial advisor based in Bellevue, Washington, working with Synergy Asset Management, LLC. Joseph has previously held positions at Synergy Asset Management, LLC, Synergy Financial Services, Inc, Synergy Mergers + Acquisitions, LLC, Spg Advisors LLC, and Rowan Street Advisors, LLC. Joseph has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas and Washington. Currently, Joseph is part of Synergy Asset Management, LLC, which operates out of Bellevue, Washington. The firm has 6 offices and 13 employees. The firm manages assets totaling $823.7 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, selection of other advisers, and other services. The fee structure at Synergy Asset Management, LLC includes asset-based, hourly, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Synergy Asset Management, LLC Brokerage Details
$823,706,675
13
5,972
$137,928
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Selection of other advisers
- Other
Joseph Maas Work History
Spg Advisors LLC
Rowan Street Advisors, LLC
Synergy Mergers + Acquisitions, LLC
Synergy Asset Management, LLC
Synergy Financial Services, Inc
Disclosures
Please visit the SEC profile of Joseph Maas to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Synergy Asset Management, LLC
Bellevue, WA
Bellevue, WA
Bellevue, WA
Bellevue, WA
Bellevue, WA
Miamisburg, OH
Bellevue, WA
Palmyra, PA
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