Syntrinsic LLC
Syntrinsic LLC (CRD# 327054) is a financial advisory firm headquartered in Denver, CO. They manage $1,746,090,873 in 464 accounts and serve the financial needs of clients across 10 states (or territories).
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Total Assets Under Management1,746MILLION
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Total Number of Accounts464ACCOUNTS
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Average Account Value$3,763,127
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CO, GA, IL, MT, NC, NJ, NY, SC, TX, UT
Akasha Absher (CRD# 4675577) is an Investment Advisor Representative working at Syntrinsic LLC in Denver, CO and has over 20 years of experience in the finance industry.
James Brauer (CRD# 3127129) is an Investment Advisor Representative working at Syntrinsic LLC in Denver, CO and has over 22 years of experience in the finance industry.
Anna Todorova (CRD# 5832839) is an Investment Advisor Representative working at Syntrinsic LLC in Denver, CO and has over 9 years of experience in the finance industry.
Benjamin Valore-Caplan (CRD# 4187136) is an Investment Advisor Representative working at Syntrinsic LLC in Denver, CO and has over 23 years of experience in the finance industry.
Paige Bouma (CRD# 7185250) is an Investment Advisor Representative working at Syntrinsic LLC in Denver, CO and has 1 year of experience in the finance industry.
Alexandre Duperret (CRD# 7648047) is an Investment Advisor Representative working at Syntrinsic LLC in Denver, CO and has 1 year of experience in the finance industry.
Lynsey Goldstein (CRD# 6852164) is an Investment Advisor Representative working at Syntrinsic LLC in Denver, CO and has over 2 years of experience in the finance industry.
Dat Le (CRD# 7331257) is an Investment Advisor Representative working at Syntrinsic LLC in Denver, CO and has over 3 years of experience in the finance industry.
Rachel Martin (CRD# 7460403) is an Investment Advisor Representative working at Syntrinsic LLC in Asheville, NC and has over 2 years of experience in the finance industry.