111 South Main Street
Suite 2350
Salt Lake City, Utah 84111-1929
Tel: 801-521-3100
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 281399 |
SEC# | 801-107042 |
Assets Managed by Firm | $3,843,101,451 |
No. of Clients | 579 |
No. of Advisors | 33 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 579 | $3,843,101,451 |
Individuals (other than high net worth individuals) | Fewer than 5 clients | $228,996 |
High net worth individuals | 47 | $820,266,768 |
Charitable organizations | 9 | $422,890,953 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$43,318,716,000 | 122 | 2250 | |
$22,406,537,116 | 238 | 90 | |
$6,250,778,068 | 28608 | 89 | |
$6,193,243,609 | 18 | 53 | |
$5,644,684,596 | 3387 | 56 |
Explore More Retirement Advisors in Salt Lake City, Utah