S
$7.1M Total AUM
$7.1M Disc. AUM
-- 3Y CAGR
2 Employees
47 ADV. Clients
5 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-18-2021
- Office Locations
- 2
Office Locations
18 Division St. Suite 303 Saratoga Springs NY
-- Fairfield CT
About Synthesis Capital Group
Synthesis Capital Group is a Fairfield-based RIA with 2 offices. The firm has been operating for 5 years. Managing $7.1M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
27 AVG AGE
$3.5M AVG AUM / ADVISOR
$151.1K AVG AUM / CLIENT
2.8 yrs AVG TENURE
2 Employees
2 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
N
Nathaniel Richer
Chief Compliance Officer, Managing Member, Partner, Trader
- CRD
- #6435470
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
F
Frederick David Docous
--
- CRD
- #6807093
Available
Available
Available
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,100,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,100,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
Continue browsing