Dat
Le

Syntrinsic Investment Counsel, LLC

CRD#7331257
Investment Advisor
in Denver, CO

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About this Advisor

Dat Le is a financial advisor who works in Denver, Colorado with a total of 2 years of industry experience. Le works at Syntrinsic Investment Counsel, LLC. Over the course of their career, Le has held roles at Syntrinsic Investment Counsel, LLC, Keybank National Association and Pho50. LTD. Le maintains a Series 65 license, which qualifies them as an investment advisor representative, and is able to operate in Colorado. Syntrinsic Investment Counsel, LLC is an advisory business operating out of Denver, CO. It manages $2 billion in assets between its 438 accounts, placing it among the biggest firms in the United States by assets under management. The firm provides financial advisory services to 52 charitable organizations. Of its 438 customer accounts, 31% are held by high-net-worth clients who have at least $1 million in investable assets. Syntrinsic Investment Counsel, LLC has a number 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. Financial advisory fees usually are based on the services. Fees charged by Syntrinsic Investment Counsel, LLC likely consist of some combination of asset-based and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

2 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

3840 York Street Suite 100
Denver, CO 80205-3536

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Syntrinsic Investment Counsel, LLC Brokerage Details

Total Assets Under Management

$1,574,772,879

CO Average: $2,349,664,866
Total Number of Employees

14

CO Average: 28
Total Number of Accounts

438

CO Average: 1,101
Average Account Size

$3,595,372

CO Average: $2,134,119

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

Dat Le Work History

Dat has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Syntrinsic Investment Counsel, LLC

2020 - 2021 (1 year)

Keybank National Association

2010 - 2020 (10 years)

Pho50. LTD

*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 Dat Le 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

Akasha Absher
Denver, CO
Eric Burton
Saratoga Springs, UT
Efrata Kirose
Denver, CO
Rachel Martin
Denver, CO
Dat Le
Denver, CO
Anna Todorova
Denver, CO
Lynsey Goldstein
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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