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Building 2COSYNTRIS ADVISORY NETWORK, LLC

Map pinDENVER, CO
Phone303-952-8484
NotebookSEC #801-77016
Total AUM
$217.8M
Employees
4
Clients
199

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
303 E. 17TH AVE.
SUITE 810
DENVER
CO 80203
United States
Operating Hours
8:00 AM TO 4;30 PM
Monday - Friday
Phone
303-952-8484

ReceiptFinancials

Total AUM
$217.8M
Accounts
506
Discretionary
$217M
Accounts
503
Non-Discretionary
$782.1K
Accounts
3

ContactClients

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Individual Clients
143
AUM
$35.8M
HNW Individual Clients
44
AUM
$168.2M
Charitable Organization Clients
1
AUM
$2M
Corporation or Business Clients
11
AUM
$11.8M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLILMTTXWA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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