Synthesis Advisors, Inc.
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
FINTRXOverview
Synthesis Advisors, Inc. is an independent registered investment adviser owned by an individual and focused on discretionary portfolio management for individuals, families and small businesses, with select institutional work. The firm charges a mix of percentage-of-AUM fees, fixed fees and performance-based fees. It does not present itself as an ESG investor, is not organized as a multi-state adviser, and does not function as a capital allocator or pension consultant.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Non-Exchange Traded Equities50%
- Private Funds27%
- Other8%
- Public Funds/Mutual Funds7%
- Cash & Cash Equivalents4%
Contacts
1 of 1Douglas Joyce
InvestmentCRD 1182058
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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