Overview
Assets Under Management: $1.7 billion
Headquarters: DENVER, CO
High-Net-Worth Clients: 45
Average Client Assets: $4.9 million
Frequently Asked Questions
SYNTRINSIC 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 #327054), SYNTRINSIC LLC is subject to fiduciary duty under federal law.
SYNTRINSIC LLC is headquartered in DENVER, CO.
SYNTRINSIC LLC serves 45 high-net-worth clients according to their SEC filing dated September 05, 2024. View client details ↓
According to their SEC Form ADV, SYNTRINSIC 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 LLC manages $1.7 billion in client assets according to their SEC filing dated September 05, 2024.
According to their SEC Form ADV, SYNTRINSIC 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: 45
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 12.71%
Average Client Assets: $4.9 million
Total Client Accounts: 464
Discretionary Accounts: 371
Non-Discretionary Accounts: 93
Regulatory Filings
CRD Number: 327054
Filing ID: 1899944
Last Filing Date: 2024-09-05 10:48:00