Syntax Research, Inc.
Syntax Research, Inc. (CRD# 151948) is a financial advisory firm headquartered in Boca Raton, FL. They manage $177,802,626 in 231 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management178MILLION
-
Total Number of Accounts231ACCOUNTS
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Average Account Value$769,708
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription 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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, NJ, NY
Financial Advisors at Syntax Research, Inc.
1
Sandeep Sharma (CRD# 1721253) is an Investment Advisor Representative working at Syntax Research, Inc. in Boca Raton, FL and has over 36 years of experience in the finance industry.
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