Cynosure Portfolio Advisors LLC
Cynosure Portfolio Advisors LLC is an SEC-registered ria in Salt Lake City, UT with $5.8M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Cynosure Portfolio Advisors LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 337747, SEC 801-134251, data through 2026-05-27.
- AUM (assets under management / regulatory AUM)
- $5.8M (2026-05-27)
- Firm type
- Ria
- Location
- Salt Lake City, UT
- Employees
- 7
- Clients
- 48
- CRD
- 337747
- Ownership
- TERAN, EMILY, MARVA; LEE, RICHARD, GRANT; WOODSON, WILLIAM, IRVIN; CYNOSURE GROUP, LLC; ECCLES, SPENCER, PETERSON
How much AUM does Cynosure Portfolio Advisors LLC have?
Cynosure Portfolio Advisors LLC reported $5.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-27).
Who owns Cynosure Portfolio Advisors LLC?
Disclosed owners and executives of Cynosure Portfolio Advisors LLC include TERAN, EMILY, MARVA, LEE, RICHARD, GRANT, WOODSON, WILLIAM, IRVIN, CYNOSURE GROUP, LLC, ECCLES, SPENCER, PETERSON. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.