Overview
Assets Under Management: $153 million
Headquarters: SAN FRANCISCO, CA
High-Net-Worth Clients: 2
Average Client Assets: $77 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 2
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00
Average High-Net-Worth Client Assets: $77 million
Total Client Accounts: 147
Discretionary Accounts: 147
Regulatory Filings
CRD Number: 330200
Filing ID: 2008313
Last Filing Date: 2025-08-08 12:01:00
Website: https://syntheticfi.com