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CYNOSURE PORTFOLIO ADVISORS LLC
CRD 337747 · SEC 801-134251
111 SOUTH MAIN STREET, SUITE 2350, SALT LAKE CITY, UT, 84111, United States
Phone
801-521-3100
Fax
801-883-8086
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$5.8M
Discretionary AUM
$5.8M
Team
7 total employees; 7 advisory reps; 16 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 48 | $5.8M |
States served
CA, IL, MA, NJ, NY, UT, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD