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Building 2CYNOSURE PORTFOLIO ADVISORS LLC

Map pinSALT LAKE CITY, UT
Phone801-521-3100
NotebookSEC #801-134251
Total AUM
$5.8M
Employees
7
Clients
48

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
111 SOUTH MAIN STREET
SUITE 2350
SALT LAKE CITY
UT 84111
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
801-521-3100
Other Offices
7

ReceiptFinancials

Total AUM
$5.8M
Accounts
48
Discretionary
$5.8M
Accounts
48
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
48
AUM
$5.8M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLILMANJNYTXUT

HandshakeAffiliates

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

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