SYNTHESIS ADVISORS, INC.
Firm details
- Headquarters
- NASHVILLE, Tennessee
- CRD number
- 109025
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- HNWI99.91%
- Charitable Organizations0.09%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Synthesis Advisors, Inc. is a corporation that provides portfolio management primarily for individuals and small businesses. The firm serves both individual & family and institutional clients and is owned by an individual. Its fee arrangements include percentage-of-AUM, fixed fees, and performance-based fees. Synthesis does not market itself as an active ESG investor, is not a multi-state adviser, and does not act as a pension consultant or a related adviser to another firm.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Non-Exchange Traded Equities50%
- Private Funds27%
- Other8%
- Public Funds/Mutual Funds7%
- Cash & Cash Equivalents4%
Contacts
1 of 1DOUGLAS JOYCE
InvestmentCRD 1182058
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
NASHVILLE, TN
DAVIDSON
Location
NASHVILLE, TN
Headquartered in NASHVILLE, TN, anchoring the Nashville-Davidson--Murfreesboro, TN metro in the South.
- Metro area
- Nashville-Davidson--Murfreesboro, TN
- Region
- South
- County
- DAVIDSON
- Address
- 3801 Bedford Ave
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
CHAMBERLAIN LANE CAPITAL, LLC
RIANASHVILLE, TN
LEXINGTON FINANCIAL/LIFE MANAGEMENT, LLC
RIANASHVILLE, TN
TRUSCO INVESTMENT MANAGEMENT, LLC
RIANASHVILLE, TN
EDGEHELM FINANCIAL
RIANASHVILLE, TN
CATAMOUNT STRATEGIC ADVISORS, LLC
RIANASHVILLE, TN
IRONHORSE CAPITAL LLC
RIANASHVILLE, TN