$82.3M Total AUM
$68.6M Disc. AUM
-- 3Y CAGR
2 Employees
82 ADV. Clients
22 yrs Firm Age
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- Custodian
- Fidelity/NFS ยท Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-14-2004
- Office Locations
- 1
Office Locations
3801 Bedford Avenue Suite 100 Nashville TN
About Synthesis Advisors, Inc.
Synthesis Advisors, Inc. is a Nashville-based RIA serving retail and institutional relationships with asset-allocation and portfolio-construction guidance. The firm allocates across public funds and mutual funds as well as private funds, including hedge funds, private placements, and real estate, for accredited and qualified investor clients. Custody includes Fidelity/NFS.
Team overview
-- AVG AGE
$82.3M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
22.5 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
22yrs Firm Age
Insights
Available
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Accredited Investors
Available
Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
D
DOUGLAS HENRY JOYCE
Chief Compliance Officer, Owner, President, Secretary
- CRD
- #1182058
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $68,619,064 | -- |
| Non-Discretionary | $13,696,448 | $1,258,170 |
| Total | $82,315,512 | $1,258,170 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - OTC:
Available Private Funds:
Available Cash:
Available Other:
Available Public Funds:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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