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Building 2CYNOSURE GROUP, LLC

Map pinSALT LAKE CITY, UT
Phone801-521-3100
NotebookSEC #801-107042
Total AUM
$9.8B
Employees
71
Clients
148

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
111 SOUTH MAIN STREET
SUITE 2350
SALT LAKE CITY
UT 84111-1929
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
801-521-3100
Other Offices
10

ReceiptFinancials

Total AUM
$9.8B
Accounts
726
Discretionary
$9.8B
Accounts
726
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
76
AUM
$1.6B
Pooled Vehicle Clients
60
AUM
$4.7B
Charitable Organization Clients
11
AUM
$3.4B
Investment Advisor Clients
1
AUM
$82.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTDEFLILKSMAMDNJNYUT

HandshakeAffiliates

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Affiliates
Reported 9 business affiliates.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.

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