CYNOSURE PORTFOLIO ADVISORS LLC
Total AUM
$5.8M
Employees
7Clients
48Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
111 SOUTH MAIN STREET
SUITE 2350
SALT LAKE CITY
UT 84111
United States
SUITE 2350
SALT LAKE CITY
UT 84111
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
801-521-3100
Other Offices
7
Financials
Total AUM
$5.8M
Accounts
48Discretionary
$5.8M
Accounts
48Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
48AUM
$5.8M
Services
Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CAFLILMANJNYTXUT
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.