Active
CYNDEO WEALTH PARTNERS
Investment Advice|ST. PETERSBURG, FL
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$2.6B
Total AUM
| Category | Value |
|---|---|
| Discretionary | 2.6B |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 307781 |
| SEC Number | 801-118839 |
| Street Address | 200 CENTRAL AVENUE, 23RD FLOOR |
| Location | ST. PETERSBURG, FL 33701 |
| Country | United States |
| Phone | (727) 472-3700 |
| Total Employees | 26 |
Client Count by Type (1,089 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 633 |
| High Net Worth Individual… | 450 |
| Corporations/Businesses | 4 |
| Charitable Organizations | 2 |
County data not available for this organization.