Syntrinsic Investment Counsel, LLC. is a large advisory firm based in Denver. It manages $884.81 million of regulatory assets for 411 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Colorado, Georgia, Illinois, and Texas.
Syntrinsic Investment Counsel provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, and educational seminars and workshops. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Syntrinsic Investment Counsel, LLC. is $884.81 million. The firm's AUM has grown by 61% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Syntrinsic Investment Counsel, LLC. for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, and high net worth individuals. The largest group of clients of Syntrinsic Investment Counsel is charitable organizations with 46 clients and $766.81 million of assets under management. Among the 11 most similar advisory firms, Syntrinsic Investment Counsel has the highest percentage of charitable organizations out of all clients.
The amount of regulatory assets under management is $884.81 million for 110 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Syntrinsic Investment Counsel doesn't advise any private funds.
The company employs 10 people that are either part- or full-time employees. 80 percent of the employees work as investment advisers or researchers. 8 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Timothy Michael Duffy has served as the Chief Investment Officer since 1 Mar 2014 and Benjamin Howard Valore Caplan is the Chief Executive Officer of Syntrinsic Investment Counsel, LLC. family office. Ryan Michael Stibich joined the executive team most recently as the Chief Compliance Officer.
The principal office where Syntrinsic Investment Counsel, LLC. performs its advisory services is located at 3840 York Street, Denver, CO 80205 3536, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 303-296-7100 or by fax 303-296-7109. The normal business hours are 7:00 am - 4:00 pm on Monday - Friday. You can find more information about the New York firm at syntrinsic.com.