Cyndeo Wealth Partners is an investment advisor in ST. Petersburg with $1.39 bn assets under management.
Company profile
Website
Employees
SEC CIK
IRS number
851413466
SEC advisor number
801-118839
FINRA CRD number
307781
AUM ?
$2.00 bn
(as of 27 Mar 24)
Accounts
3,924
(as of 27 Mar 24)
Employees
19
(10 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
16 Apr 24
13F-HR
Quarterly holdings report by institutional manager
12 Jan 24
13F-HR
Quarterly holdings report by institutional manager
10 Oct 23
13F-HR
Quarterly holdings report by institutional manager
27 Jul 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
25 Apr 23
13F-HR
Quarterly holdings report by institutional manager
21 Apr 23
13F-HR
Quarterly holdings report by institutional manager
25 Jan 23