Overview
Assets Under Management: $197 million
Headquarters: BOCA RATON, FL
High-Net-Worth Clients: 44
Average Client Assets: $4 million
Frequently Asked Questions
SYNTAX RESEARCH, INC. 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 #151948), SYNTAX RESEARCH, INC. is subject to fiduciary duty under federal law.
SYNTAX RESEARCH, INC. is headquartered in BOCA RATON, FL.
SYNTAX RESEARCH, INC. serves 44 high-net-worth clients according to their SEC filing dated February 04, 2025. View client details ↓
According to their SEC Form ADV, SYNTAX RESEARCH, INC. offers portfolio management for individuals and portfolio management for pooled investment vehicles. View all service details ↓
SYNTAX RESEARCH, INC. manages $197 million in client assets according to their SEC filing dated February 04, 2025.
According to their SEC Form ADV, SYNTAX RESEARCH, INC. serves high-net-worth individuals and pooled investment vehicles. View client details ↓
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