Synthesis Advisors, Inc.

RIASEC Registered
Total AUM
$82.3M
Discretionary
$68.6M
83% of AUM
Avg account
$1M
Accounts
82
Employees
2
Advisory reps
1

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

FINTRX

Overview

Synthesis Advisors, Inc. is an independent registered investment adviser owned by an individual and focused on discretionary portfolio management for individuals, families and small businesses, with select institutional work. The firm charges a mix of percentage-of-AUM fees, fixed fees and performance-based fees. It does not present itself as an ESG investor, is not organized as a multi-state adviser, and does not function as a capital allocator or pension consultant.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Non-Exchange Traded Equities 50%, Private Funds 27%, Other 8%, Public Funds/Mutual Funds 7%, Cash & Cash Equivalents 4%, Exchange Traded Equities 1%50%
  • Non-Exchange Traded Equities50%
  • Private Funds27%
  • Other8%
  • Public Funds/Mutual Funds7%
  • Cash & Cash Equivalents4%

Contacts

1 of 1
  • Douglas Joyce

    InvestmentCRD 1182058

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth