Benjamin
Valore-Caplan
Syntrinsic Investment Counsel, LLC
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About this Advisor
Benjamin Valore-Caplan is a financial advisor who works in Denver, Colorado who has 15 years of relevant experience. Valore-Caplan is on the advisory team at Syntrinsic Investment Counsel, LLC. They have spent their whole career at Syntrinsic Investment Counsel, Llc. Valore-Caplan holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to advise clients in Colorado and Texas. Syntrinsic Investment Counsel, LLC is an advisory business based in Denver, CO. It controls $2 billion in assets between its 438 customer accounts, making it one of the biggest firms in the nation by assets under management. The firm advises 52 charitable organizations. Of its 438 client accounts, 31% belong to high-net-worth individuals who have more than $1 million in assets. The firm offers a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fees largely are based on the financial services offered. Fee types billed by Syntrinsic Investment Counsel, LLC most likely consist of some combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Syntrinsic Investment Counsel, LLC Brokerage Details
$1,574,772,879
14
438
$3,595,372
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Benjamin Valore-Caplan Work History
Benjamin has been registered as a financial advisor for 15 years.*
Syntrinsic Investment Counsel, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Benjamin Valore-Caplan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Syntrinsic Investment Counsel, LLC
Denver, CO
Saratoga Springs, UT
Denver, CO
Denver, CO
Denver, CO
Denver, CO
Denver, CO
Denver, CO
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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