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| Syntegra Private Wealth Group LLC
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| |
|---|---|
| CRD # | 323180 |
| SEC # | 801-126688 |
| CIK # | 0001964298 |
| AUM | $1.0 BB (2024-07-12) |
| Employees | 19 (63% Investors, 47% Brokers) |
| Phone | 314-802-7232 |
| Address | 14567 N Outer 40 Rd Chesterfield, MO 63017 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 10.9 | |
| MSFT | 1,918,222.4 | 5.7 | |
| WST | 21,960.5 | 4.9 | |
| BX | 69,051.8 | 4.5 | |
| NVDA | 399,550.0 | 3.1 | |
| MCO | 49,925.7 | 2.9 | |
| V | 419,260.5 | 2.7 | |
| ABBV | 269,466.6 | 2.5 | |
| AMZN | 1,092,997.8 | 2.4 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,351 | 413.3 |
| (b) Individuals (high net worth individuals) | 280 | 604.2 |
| (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 | 4,195 | 1,017.5 |
| By Discretionary | ||
| Discretionary | 4,195 | 1,017.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 4,195 | 1,017.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,017.5 | |
| Total | 4,195 | 1,017.5 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001964298] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Folger Nolan Fleming Douglas Incorporated
✚
|
DC | 1.0 |
|
Duncan Williams Asset Management LLC
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TN | 1.0 |
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Pinkerton Retirement Specialists LLC
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ID | 1.0 |
|
Valley Wealth Strategies LLC
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CA | 1.0 |
|
Matrix Asset Advisors Inc
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NY | 1.0 |
|
Claro Advisors LLC
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|
MA | 1.0 |
|
Fourstar Wealth Advisors LLC
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|
IL | 1.0 |
|
Hazlett Burt & Watson Inc
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|
WV | 1.0 |
|
Fusion Family Wealth LLC
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NY | 1.0 |
|
Cumberland Investment Counsel Inc
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|
1.0 |