C
CRD: 337747
Cynosure Portfolio Advisors LLC
$5.8M Total AUM
$5.8M Disc. AUM
-- 3Y CAGR
7 Employees
64 ADV. Clients
0 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Broadridge · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail
- Platforms
- Delta primeFocus +more
- Established Date
- 07-01-2025
- Office Locations
- 5
Office Locations
111 South Main Street Suite 2350 Salt Lake City UT
-- Colts Neck NJ
-- Jupiter FL
About Cynosure Portfolio Advisors LLC
Cynosure Portfolio Advisors LLC is a Salt Lake City-based RIA with 5 offices. The firm has been operating for 0 years. Managing $5.8M in total assets under management, with 7 advisory representatives. They custody assets with Broadridge and Charles Schwab & Company. Services offered include Estate Planning, Financial Planning, Legacy Planning.
Team overview
38 AVG AGE
$826.1K AVG AUM / ADVISOR
$90.4K AVG AUM / CLIENT
0.7 yrs AVG TENURE
7 Employees
7 Advisory Reps
7 RIA Reps
0yrs Firm Age
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Client Personas
Pathway zenith
CRM
Element
Custodian
Delta
Platform
Timber
Services
Fusion wave Peak Value Vector Ember
Technology
Ridge matrix Capital Value Oak focus Signal vector
Owner & Executives
R
RICHARD GRANT LEE
Chief Financial Officer
- CRD
- --
- Ownership
- Less than 5%
(386) 945-5177
foundation.foundation@meridiancapital.com
in linkedin.com/in/alpha-eagle
G
GARY PETER SICA
MANAGING DIRECTOR
- CRD
- #6296159
- Ownership
- Less than 5%
(572) 740-5992
frontier.atlas@harborcapital.com
in linkedin.com/in/meridian-eagle
V
Value summit
Momentum timber
- CRD
- #32814
- Ownership
- 25.5%
(262) 292-3643
vector.horizon@primecapital.com
in linkedin.com/in/fusion-quantum
Showing 2 of 5 owners & executives
Unlock allContacts
J
JASON MORGAN CAIN
--
- CRD
- #5440350
(763) 246-7691
zenith.legacy@fusioncapital.com
in linkedin.com/in/quantum-north
E
Emerson Heath Edwards Mr.
--
- CRD
- #8184588
(372) 719-3176
harbor.beacon@legacycapital.com
in linkedin.com/in/frontier-insight
E
Element vertex
Alpha momentum
- CRD
- #31532
(423) 631-4708
crest.oak@beaconcapital.com
in linkedin.com/in/momentum-meridian
Showing 2 of 9 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,782,490 | $120,469 |
| Non-Discretionary | $0 | -- |
| Total | $5,782,490 | $120,469 |
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Separately Managed Accounts
Total SMA Asset: $5,782,490
Equity - Exchange:
28.1% Other:
27.5% Cash:
12.3% Corporate - Investment Grade:
32.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,330,748,042 | 28.1% |
| Other | $2,280,981,180 | 27.5% |
| Cash | $1,020,220,673 | 12.3% |
| Corporate - Investment Grade | $2,662,527,124 | 32.1% |
| Total | $8,294,477,019 | 100.0% |