C
CRD: 330284
CPA Synced Financial
Tampa, FL
8593387392
$3.5M Total AUM
$3.5M Disc. AUM
-- 3Y CAGR
1 Employees
5 ADV. Clients
1 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-30-2024
- Office Locations
- 1
Office Locations
-- Tampa FL
About CPA Synced Financial
CPA Synced Financial is a Tampa-based RIA. The firm has been operating for 1 years. Managing $3.5M in total assets under management, with 1 advisory representatives. Services offered include Financial Planning, Insurance.
Team overview
-- AVG AGE
$3.5M AVG AUM / ADVISOR
$702.7K AVG AUM / CLIENT
1.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Insight focus
Investment Themes
Atlas Harbor
Investment Vehicles
Radial
Services
Fusion Focus alpha
Owner & Executives
J
John Taylor Mitchell
Financial Services Representative, MANAGING DIRECTOR
- CRD
- #7030874
- Ownership
- 75% or more
(383) 665-1882
catalyst.horizon@elementcapital.com
in linkedin.com/in/legacy-capital
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,513,616 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,513,616 | -- |
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Separately Managed Accounts
Total SMA Asset: $3,513,616
Equity - Exchange:
29.5% Cash:
70.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,994,798,029 | 29.5% |
| Cash | $4,767,229,188 | 70.5% |
| Total | $6,762,027,217 | 100.0% |