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SYNTAX RESEARCH, INC.
CRD 151948 · SEC 801-76880
150 EAST PALMETTO PARK ROAD, SUITE 800, BOCA RATON, FL, 33432, United States
Phone
(855) 796-8296
Fax
(561) 265-1000
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$202.9M
Discretionary AUM
$202.8M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-16
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 64 | $23.6M |
| High net worth individuals | 43 | $168.1M |
| Charitable organizations | 1 | $11.2M |
States served
NJ, NY, FL
All web addresses on file
Official SEC filing: View on IAPD