CYNOSURE GROUP, LLC

111 South Main Street
Suite 2350
Salt Lake City, Utah 84111-1929
Tel: 801-521-3100

About CYNOSURE GROUP, LLC

CYNOSURE GROUP, LLC, formally registered with the SEC as CYNOSURE GROUP, LLC. The firm was established in 12/14/2015. They have over 10 offices throughout the country.

CYNOSURE GROUP, LLC is a Salt Lake City, Utah based Financial Planning firm with nearly $4,862,981,883 assets under management, offering retirement planning & investment advisory services to 590 clients. The firm is staffed with 49 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	281399
SEC#	801-107042
Assets Managed by Firm	$4,862,981,883
No. of Clients	590
No. of Advisors	49

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	590	$4,862,981,883
Individuals (other than high net worth individuals)	Fewer than 5 clients	$251,503
High net worth individuals	57	$790,732,359
Charitable organizations	15	$1,163,513,102
Corporations or other businesses	5	$205,082,732

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