Synthesis Advisors, Inc. (Nashville)

Synthesis Advisors, Inc. is a mid-sized advisory firm based in Nashville. It manages $85.56 million of regulatory assets for 68 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Tennessee.

Synthesis Advisors provides portfolio management for individuals and small businesses and furnish advice to clients on matters not involving securities. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Synthesis Advisors: assets under management

The assets under management (AUM) of Synthesis Advisors, Inc. is $85.56 million. The firm's AUM has gone down by -18% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

Synthesis Advisors has custody of $18.38 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Synthesis Advisors, Inc. for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Synthesis Advisors, Inc.

Douglas Henry Joyce has been acting as President since 1 Dec 1991. Lorraine Kay Griffith joined the executive team most recently as the Accountant.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Douglas Henry Joyce	President	1 Dec 1991	75% - 100%	1182058
Lorraine Kay Griffith	Accountant	1 Oct 2000	Other	1711463

Based in Nashville

The principal office where Synthesis Advisors, Inc. performs its advisory services is located at 3801 Bedford Avenue, Nashville, TN 37215, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.