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Building 2CYNOSURE ADVISORS

Map pinSALT LAKE CITY, UT
Phone801.521.3100
NotebookSEC #801-107255
Total AUM
$428.4M
Employees
8
Clients
13

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
79 SOUTH MAIN STREET
4TH FLOOR
SALT LAKE CITY
UT 84111-1929
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
801.521.3100

ReceiptFinancials

Total AUM
$428.4M
Accounts
89
Discretionary
$428.4M
Accounts
89
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
7
AUM
$21.6M
Charitable Organization Clients
6
AUM
$406.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAUT

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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