CYNDEO WEALTH PARTNERS
Tel: (727) 472-3700 200 Central Avenue, 23rd Floor St. Petersburg, Florida 33701
About CYNDEO WEALTH PARTNERS
CYNDEO WEALTH PARTNERS is a St. Petersburg, Florida based financial advisory firm with nearly $1,996,710,237 in assets under management and provides investment advisory services for 3924 clients. There are currently 20 financial advisors at the firm.
General Information
Firm CRD#:
307781
Firm SEC#:
801-118839
Assets Under Management:
$1,996,710,237
No. of Clients:
3924
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses, Selection for other advisors, Other (ADVISORY CONSULTING/FAMILY OFFICE AND WEALTH PLANNING SERVICES)
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