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Building 2SYNTEGRA PRIVATE WEALTH GROUP LLC

Map pinCHESTERFIELD, MO
Phone314-802-7232
NotebookSEC #801-126688
Total AUM
$1.4B
Employees
20
Clients
2,125

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
14567 N OUTER 40 RD
STE 225
CHESTERFIELD
MO 63017
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
314-802-7232
Other Offices
3

ReceiptFinancials

Total AUM
$1.4B
Accounts
2,125
Discretionary
$1.4B
Accounts
2,125
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1,758
AUM
$513.1M
HNW Individual Clients
354
AUM
$877.5M
Charitable Organization Clients
13
AUM
$2.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ARAZCACOFLGAIAILINKSKYLAMIMONCNHNYOHPATNTXUTVAWA

HandshakeAffiliates

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

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