Cynosure Group, LLC
Cynosure Group, LLC (CRD# 281399) is a financial advisory firm headquartered in Salt Lake City, UT. They manage $4,862,981,883 in 590 accounts and serve the financial needs of clients across 17 states (or territories).
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Total Assets Under Management4,863MILLION
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Total Number of Accounts590ACCOUNTS
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Average Account Value$8,242,342
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA, CO, CT, DE, FL, GA, ID, IL, MA, MD, MN, NJ, NY, RI, TX, UT, WA
Tracy Tuens (CRD# 1529742) is an Investment Advisor Representative working at Cynosure Group, LLC in Salt Lake City, UT and has over 18 years of experience in the finance industry.
Daniel Anderson (CRD# 4808567) is an Investment Advisor Representative working at Cynosure Group, LLC in Salt Lake City, UT and has over 19 years of experience in the finance industry.
Scott Berlinguet (CRD# 7429590) is an Investment Advisor Representative working at Cynosure Group, LLC in Salt Lake City, UT and has over 6 years of experience in the finance industry.
Jason Cain (CRD# 5440350) is an Investment Advisor Representative working at Cynosure Group, LLC in Jupiter, FL and has 1 year of experience in the finance industry.
Todd Connolly (CRD# 7097312) is an Investment Advisor Representative working at Cynosure Group, LLC in Salt Lake City, UT and has 1 year of experience in the finance industry.
John Gunnin (CRD# 7613342) is an Investment Advisor Representative working at Cynosure Group, LLC in New York, NY and has 1 year of experience in the finance industry.
Kirsten Keller (CRD# 6969086) is an Investment Advisor Representative working at Cynosure Group, LLC in Salt Lake City, UT and has 1 year of experience in the finance industry.
William Montague (CRD# 6650350) is an Investment Advisor Representative working at Cynosure Group, LLC in Salt Lake City, UT and has over 4 years of experience in the finance industry.
Richard Perez (CRD# 4246334) is an Investment Advisor Representative working at Cynosure Group, LLC in Coral Gables, FL and has over 2 years of experience in the finance industry.
William Woodson (CRD# 1529221) is an Investment Advisor Representative working at Cynosure Group, LLC in Wellington, FL and has over 29 years of experience in the finance industry.