Cynosure Management, LLC

Cynosure Management, LLC (CRD# 281399) is a financial advisory firm headquartered in Salt Lake City, UT. They manage $339,208,998 in 17 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
79 South Main Street, 3rd Floor, Salt Lake City, UT 84111
https://www.thecynosuregroup.com
By the Numbers
  • Total Assets Under Management
    339
    MILLION
  • Total Number of Accounts
    17
    ACCOUNTS
  • Average Account Value
    $19,953,470
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

UT

Financial Advisors at Cynosure Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Andrew Braithwaite, financial advisor Salt Lake City UT
Andrew R. Braithwaite
CRD#: 5668328
79 South Main Street, 3rd Floor, Salt Lake City, UT 84111
93
Wealthminder
score

Andrew Braithwaite (CRD# 5668328) is an Investment Advisor Representative working at Cynosure Management, LLC in Salt Lake City, UT and has over 7 years of experience in the finance industry.

2
Herbert Scruggs, financial advisor Salt Lake City UT
Herbert E. Scruggs
CRD#: 6589573
79 South Main Street, 3rd Floor, Salt Lake City, UT 84111
88
Wealthminder
score

Herbert Scruggs (CRD# 6589573) is an Investment Advisor Representative working at Cynosure Management, LLC in Salt Lake City, UT and has 1 year of experience in the finance industry.

3
Richard Taylor, financial advisor Salt Lake City UT
Richard K. Taylor
CRD#: 4992112
79 South Main Street, 3rd Floor, Salt Lake City, UT 84111
88
Wealthminder
score

Richard Taylor (CRD# 4992112) is an Investment Advisor Representative working at Cynosure Management, LLC in Salt Lake City, UT and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

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