Overview
Assets Under Management: $197 million
Headquarters: BOCA RATON, FL
High-Net-Worth Clients: 44
Average Client Assets: $4 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles
Clients
Number of High-Net-Worth Clients: 44
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 83.88
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 227
Discretionary Accounts: 224
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 151948
Last Filing Date: 2025-02-04 00:00:00
Website: https://syntaxresearch.com