Syntrinsic Investment Counsel, LLC

Syntrinsic Investment Counsel, LLC (CRD# 147978) is a financial advisory firm headquartered in Denver, CO. They manage $689,491,304 in 469 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    689
    MILLION
  • Total Number of Accounts
    469
    ACCOUNTS
  • Average Account Value
    $1,470,131
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
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.

CO, GA, IL, TX

Financial Advisors at Syntrinsic Investment Counsel, LLC
Showing 1 - 8 of 8 top financial advisors.
1
Timothy M. Duffy
CRD#: 5764061
1899 Wynkoop Street, Suite 315, Denver, CO 80202
96
Wealthminder
score

Timothy Duffy (CRD# 5764061) is an Investment Advisor Representative working at Syntrinsic Investment Counsel, LLC in Denver, CO and has over 6 years of experience in the finance industry.

2
Akasha N. Absher
CRD#: 4675577
1899 Wynkoop Street, Suite 315, Denver, CO 80202
93
Wealthminder
score

Akasha Absher (CRD# 4675577) is an Investment Advisor Representative working at Syntrinsic Investment Counsel, LLC in Denver, CO and has over 13 years of experience in the finance industry.

3
Alexander Gordon
CRD#: 5005826
1899 Wynkoop Street, Suite 315, Denver, CO 80202
93
Wealthminder
score

Alexander Gordon (CRD# 5005826) is an Investment Advisor Representative working at Syntrinsic Investment Counsel, LLC in Denver, CO and has over 11 years of experience in the finance industry.

4
Alexander E. Haun
CRD#: 6249088
1899 Wynkoop Street, Suite 315, Denver, CO 80202
90
Wealthminder
score

Alexander Haun (CRD# 6249088) is an Investment Advisor Representative working at Syntrinsic Investment Counsel, LLC in Denver, CO and has 1 year of experience in the finance industry.

5
Dawn M. Stanley
CRD#: 6165024
1899 Wynkoop Street, Suite 315, Denver, CO 80202
90
Wealthminder
score

Dawn Stanley (CRD# 6165024) is an Investment Advisor Representative working at Syntrinsic Investment Counsel, LLC in Denver, CO and has over 3 years of experience in the finance industry.

6
Anna Todorova
CRD#: 5832839
1899 Wynkoop Street, Suite 315, Denver, CO 80202
88
Wealthminder
score

Anna Todorova (CRD# 5832839) is an Investment Advisor Representative working at Syntrinsic Investment Counsel, LLC in Denver, CO and has over 2 years of experience in the finance industry.

7
Ryan M. Stibich
CRD#: 6548415
1899 Wynkoop Street, Suite 315, Denver, CO 80202
87
Wealthminder
score

Ryan Stibich (CRD# 6548415) is an Investment Advisor Representative working at Syntrinsic Investment Counsel, LLC in Denver, CO and has 1 year of experience in the finance industry.

8
Benjamin H. Valore-Caplan
CRD#: 4187136
1899 Wynkoop Street, Suite 315, Denver, CO 80202
83
Wealthminder
score

Benjamin Valore-Caplan (CRD# 4187136) is an Investment Advisor Representative working at Syntrinsic Investment Counsel, LLC in Denver, CO and has over 15 years of experience in the finance industry.

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