Overview
Assets Under Management: $1.6 billion
Headquarters: DENVER, CO
High-Net-Worth Clients: 41
Average Client Assets: $4.8 million
Frequently Asked Questions
SYNTRINSIC INVESTMENT COUNSEL, 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 #147978), SYNTRINSIC INVESTMENT COUNSEL, LLC. is subject to fiduciary duty under federal law.
SYNTRINSIC INVESTMENT COUNSEL, LLC. is headquartered in DENVER, CO.
SYNTRINSIC INVESTMENT COUNSEL, LLC. serves 41 high-net-worth clients according to their SEC filing dated March 20, 2023. View client details ↓
According to their SEC Form ADV, SYNTRINSIC INVESTMENT COUNSEL, LLC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
SYNTRINSIC INVESTMENT COUNSEL, LLC. manages $1.6 billion in client assets according to their SEC filing dated March 20, 2023.
According to their SEC Form ADV, SYNTRINSIC INVESTMENT COUNSEL, LLC. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 41
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 12.39%
Average Client Assets: $4.8 million
Total Client Accounts: 438
Discretionary Accounts: 345
Non-Discretionary Accounts: 93
Regulatory Filings
CRD Number: 147978
Filing ID: 1724812
Last Filing Date: 2023-03-20 11:12:00