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SYNTHETICFI LLC

CRD 330200 · SEC 801-129765

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156 2ND ST, SUITE 610, SAN FRANCISCO, CA, 94105, United States

Phone

(628) 800-0898

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$992.9M

Discretionary AUM

$992.9M

Team

10 total employees; 7 advisory reps; 200 broker-dealer reps

Clients

—

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-04-17

Disciplinary history

No

Services

Portfolio management (individuals)Portfolio management (institutions)

Client types

TypeClientsAUM
Individuals624$992.9M

States served

AZ, AR, CA, CO, DE, GA, IL, IN, IA, KY, ME, MD, MA, MN, MS, NE, NV, NJ, NY, NC, OH, OK, OR, PA, SC, TN, VA, WI, MO, WA, TX, CT, FL

All web addresses on file

Official SEC filing: View on IAPD