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| Keyboard |
| Cynosure Portfolio Advisors LLC
✚
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|
|---|---|
| CRD # | 337747 |
| SEC # | 801-134251 |
| CIK # | |
| AUM | 5.8 M (2026-05-27) |
| Employees | 7 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 801-521-3100 |
| Address | 111 South Main Street Salt Lake City, UT 84111 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 48 | 5.8 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 48 | 5.8 |
| By Discretionary | ||
| Discretionary | 48 | 5.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 48 | 5.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 5.8 | |
| Total | 48 | 5.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 16 |
| Serves | Retail |
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|---|---|---|
|
Access Softek Advisory Services LLC
✚
|
IL | 7.4 M |
|
Pacific Point Wealth Management LLC
✚
|
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|
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NY | 6.2 M |
|
Sauberan & Company LLC
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|
NY | 5.8 M |
|
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MO | 5.7 M |
|
Revolut Wealth Inc
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|
NY | 5.5 M |
|
W&S Advisory Services LLC
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OH | 5.3 M |
|
QuantCore Capital Management LLC
✚
|
5.0 M | |
|
Centerfin Inc
✚
|
NY | 4.4 M |
|
Up Financial USA Inc
✚
|
4.1 M |