SYNTRINSIC LLC
Total AUM
$1.7B
Employees
14Clients
146Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1705 17TH STREET
SUITE 100
DENVER
CO 80202
United States
SUITE 100
DENVER
CO 80202
United States
Operating Hours
7:00-4:00 PM
Monday - Friday
Monday - Friday
Phone
303-296-7100
Other Offices
2
Financials
Total AUM
$1.7B
Accounts
464Discretionary
$1.3B
Accounts
371Non-Discretionary
$472.1M
Accounts
93
Clients
Individual Clients
42AUM
$16.5M
HNW Individual Clients
45AUM
$222M
Pension/Profit Sharing Plan Clients
1AUM
$248.3M
Charitable Organization Clients
57AUM
$1.3B
Corporation or Business Clients
1AUM
$1M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CACOGAILMTNCNJNYSCTXUTVA
Affiliates
Affiliates
Reported 8 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.