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Building 2CYNDEO WEALTH PARTNERS

Map pinST. PETERSBURG, FL
Phone(727) 472-3700
NotebookSEC #801-118839
Total AUM
$3.2B
Employees
28
Clients
1,225

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
200 CENTRAL AVENUE, 23RD FLOOR
ST. PETERSBURG
FL 33701
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
(727) 472-3700
Other Offices
4

ReceiptFinancials

Total AUM
$3.2B
Accounts
5,330
Discretionary
$3.2B
Accounts
5,330
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
644
AUM
$218.5M
HNW Individual Clients
575
AUM
$2.9B
Charitable Organization Clients
2
AUM
$48.3M
Corporation or Business Clients
4
AUM
$4.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
ADVISORY CONSULTING/FAMILY OFFICE AND WEALTH PLANNING SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALAZCACOCTDEFLGAILINLAMAMIMONCNENHNJNVNYOHORSCTNTXVAWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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