CYNDEO WEALTH PARTNERS - Financial Advisor in Florida, St. Petersburg

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

No. of Advisors:

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)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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