Overview
Assets Under Management: $185 million
Headquarters: DENVER, CO
High-Net-Worth Clients: 130
Average Client Assets: $1.0 million
Frequently Asked Questions
COSYNTRIS ADVISORY NETWORK, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #165106), COSYNTRIS ADVISORY NETWORK, LLC is subject to fiduciary duty under federal law.
COSYNTRIS ADVISORY NETWORK, LLC is headquartered in DENVER, CO.
COSYNTRIS ADVISORY NETWORK, LLC serves 130 high-net-worth clients according to their SEC filing dated February 22, 2018. View client details ↓
According to their SEC Form ADV, COSYNTRIS ADVISORY NETWORK, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
COSYNTRIS ADVISORY NETWORK, LLC manages $185 million in client assets according to their SEC filing dated February 22, 2018.
According to their SEC Form ADV, COSYNTRIS ADVISORY NETWORK, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 130
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 70.60%
Average Client Assets: $1.0 million
Total Client Accounts: 454
Discretionary Accounts: 454
Regulatory Filings
CRD Number: 165106
Filing ID: 1178059
Last Filing Date: 2018-02-22 09:58:00