SYNTHESIS ADVISORS, INC.

RIASEC Registered
Total AUM
$82.3M
Discretionary
$68.6M
83% of AUM
Avg account
$1M
Accounts
82
Employees
2
Advisory reps
1

Firm details

Headquarters
NASHVILLE, Tennessee
CRD number
109025
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • HNWI99.91%
  • Charitable Organizations0.09%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Synthesis Advisors, Inc. is a corporation that provides portfolio management primarily for individuals and small businesses. The firm serves both individual & family and institutional clients and is owned by an individual. Its fee arrangements include percentage-of-AUM, fixed fees, and performance-based fees. Synthesis does not market itself as an active ESG investor, is not a multi-state adviser, and does not act as a pension consultant or a related adviser to another firm.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Non-Exchange Traded Equities 50%, Private Funds 27%, Other 8%, Public Funds/Mutual Funds 7%, Cash & Cash Equivalents 4%, Exchange Traded Equities 1%50%
  • Non-Exchange Traded Equities50%
  • Private Funds27%
  • Other8%
  • Public Funds/Mutual Funds7%
  • Cash & Cash Equivalents4%

Contacts

1 of 1
  • DOUGLAS JOYCE

    InvestmentCRD 1182058

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

NASHVILLE, TN

DAVIDSON

Location

NASHVILLE, TN

Headquartered in NASHVILLE, TN, anchoring the Nashville-Davidson--Murfreesboro, TN metro in the South.

Metro area
Nashville-Davidson--Murfreesboro, TN
Region
South
County
DAVIDSON
Address
3801 Bedford Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth