SYNTEGRA PRIVATE WEALTH GROUP LLC

14567 N Outer 40 Rd
Ste 225
Chesterfield, Missouri 63017
Tel: 314-802-7232

About SYNTEGRA PRIVATE WEALTH GROUP LLC

SYNTEGRA PRIVATE WEALTH GROUP LLC, formally registered with the SEC as SYNTEGRA PRIVATE WEALTH GROUP LLC. The firm was established in 09/30/2022. They have over 4 offices throughout the country.

SYNTEGRA PRIVATE WEALTH GROUP LLC is a Chesterfield, Missouri based Financial Planning firm with nearly $1,017,526,426 assets under management, offering retirement planning & investment advisory services to 4195 clients. The firm is staffed with 19 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	323180
SEC#	801-126688
Assets Managed by Firm	$1,017,526,426
No. of Clients	4195
No. of Advisors	19

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	4195	$1,017,526,426
Individuals (other than high net worth individuals)	1351	$413,325,199
High net worth individuals	280	$604,201,227

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NISA INVESTMENT ADVISORS, LLC 7676 Forsyth Blvd Suite 1100 St. Louis, MO, 63105-4141	$306,242,186,324	282	390
AMERICAN CENTURY INVESTMENT MANAGEMENT INC 4500 Main Street Kansas City, MO, 64111-7709	$229,554,718,263	647	225
OLIVE STREET INVESTMENT ADVISERS, LLC 12555 Manchester Road St. Louis, MO, 63131	$169,541,361,944	13	218

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