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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Syntegra Private Wealth Group LLC
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|---|---|
| CRD # | 323180 |
| SEC # | 801-126688 |
| CIK # | 0001964298 |
| AUM | $1.2 B (2025-03-11) |
| Employees | 18 (67% Investors, 50% Brokers) |
| Phone | 314-802-7232 |
| Address | 14567 N Outer 40 Rd Chesterfield, MO 63017 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 11.1 | ||
| Microsoft Corp | 7.3 | ||
| Blackstone Group LP | 6.8 | ||
| Nvidia Corp | 5.0 | ||
| Amazon Com Inc | 4.0 | ||
| VISA Inc | 3.6 | ||
| Moodys Corp /DE/ | 3.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,142 | 583.3 |
| (b) Individuals (high net worth individuals) | 300 | 607.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 0.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 4,266 | 1,191.0 |
| By Discretionary | ||
| Discretionary | 4,266 | 1,191.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 4,266 | 1,191.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,191.0 | |
| Total | 4,266 | 1,191.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001964298] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
CWS Financial Advisors LLC
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|
MI | 1.2 |
|
Folger Nolan Fleming Douglas Capital Management Inc
✚
|
DC | 1.2 |
|
Hazlett Burt & Watson Inc
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|
WV | 1.2 |
|
Matrix Asset Advisors Inc
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|
NY | 1.2 |
|
Haven Global Partners LLC
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GA | 1.2 |
|
The Planning Center Inc
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|
IL | 1.2 |
|
Woodstock Corporation
✚
|
MA | 1.2 |
|
The Pinnacle Financial Group
✚
|
NY | 1.2 |
|
Intellus Advisors LLC
✚
|
FL | 1.2 |
|
Greene Wealth Management LLC
✚
|
WA | 1.2 |