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, Insurance.
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
Insights
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Asset Classes
Alpha glacier Fusion Focus Element vector Momentum Beacon north Summit
Client Personas
Pathway zenith
CRM
Element
Custodian
Delta
Investment Themes
Ridge Atlas Element Optima alpha
Investment Vehicles
North Capital pathway
Platform
Timber
Services
Fusion wave Peak Value Vector Ember Prime Element zenith
Technology
Ridge matrix Capital Value Oak focus Signal vector
Owner & Executives
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% |