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CYNOSURE GROUP, LLC

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

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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 11 offices throughout the country.

CYNOSURE GROUP, LLC is a Salt Lake City, Utah based Financial Planning firm with nearly $3,843,101,451 assets under management, offering retirement planning & investment advisory services to 579 clients. The firm is staffed with 33 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#281399
SEC#801-107042
Assets Managed by Firm$3,843,101,451
No. of Clients579
No. of Advisors33

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees
  • Performance Based

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for pooled Investment
  • Selection of Other Advisors

Firm Client Information

No. of ClientsAUM
Firm Total579$3,843,101,451
Individuals (other than high net worth individuals)Fewer than 5 clients$228,996
High net worth individuals47$820,266,768
Charitable organizations9$422,890,953

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