Syntax Research, Inc.
Syntax Research, Inc. is an SEC-registered wealth manager in Boca Raton, FL with $202.9M assets under management (AUM, regulatory AUM), +3% over one year. See who owns Syntax Research, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 151948, SEC 801-76880, data through 2026-03-16.
- AUM (assets under management / regulatory AUM)
- $202.9M (2026-03-16)
- Firm type
- Wealth Manager
- Location
- Boca Raton, FL
- Employees
- 2
- Clients
- 108
- CRD
- 151948
- Ownership
- SHARMA, SANDEEP
How much AUM does Syntax Research, Inc. have?
Syntax Research, Inc. reported $202.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-16).
Who owns Syntax Research, Inc.?
Disclosed owners and executives of Syntax Research, Inc. include SHARMA, SANDEEP. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.