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Building 2SYNTRINSIC LLC

Map pinDENVER, CO
Phone303-296-7100
NotebookSEC #801-128211
Total AUM
$1.7B
Employees
14
Clients
146

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1705 17TH STREET
SUITE 100
DENVER
CO 80202
United States
Operating Hours
7:00-4:00 PM
Monday - Friday
Phone
303-296-7100
Other Offices
2

ReceiptFinancials

Total AUM
$1.7B
Accounts
464
Discretionary
$1.3B
Accounts
371
Non-Discretionary
$472.1M
Accounts
93

ContactClients

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Individual Clients
42
AUM
$16.5M
HNW Individual Clients
45
AUM
$222M
Pension/Profit Sharing Plan Clients
1
AUM
$248.3M
Charitable Organization Clients
57
AUM
$1.3B
Corporation or Business Clients
1
AUM
$1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOGAILMTNCNJNYSCTXUTVA

HandshakeAffiliates

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Affiliates
Reported 8 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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