Synthesis Capital Group
Firm details
- Headquarters
- ,
- CRD number
- 312144
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Individuals100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Synthesis Capital Group is an independent, owner-operated RIA organized as an LLC that serves individual and family clients. Its advisory mandate centers on portfolio management for individuals, small businesses and institutional/business clients. The firm charges traditional percentage-of-AUM fees and also uses performance-based fee arrangements for applicable accounts. Synthesis does not identify as an active ESG investor. Industry affiliations listed include roles with a CPO/CTA and an accountant, indicating connections to derivatives/compliance and tax/accounting expertise.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Exchange Traded Equities100%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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