Rachel
Martin
Syntrinsic Investment Counsel, LLC
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About this Advisor
Rachel Martin is a financial advisor who works in Denver, Colorado with a total of 1 year of relevant experience. Martin is an employee of Syntrinsic Investment Counsel, LLC. Over the course of their career, Martin has held roles at Syntrinsic Investment Counsel, LLC, The Institute For Workplace Equality, Mcnurlin, Hitchcock & Associates, P.C, Rachel Martin Yoga, Weissberg Foundation, New York University and University Of Denver. Martin maintains a Series 65 license, which qualifies them as an investment advisor representative, and can work in Colorado. Syntrinsic Investment Counsel, LLC is an advisory company operating out of Denver, CO. It has $2 billion in assets under management between its 438 accounts, placing it among the biggest firms in the country by assets under management. The firm advises 52 charitable organizations. Of its 438 accounts, 31% are associated with high-net-worth clients who have more than $1 million in investable assets. The advisory firm has a number of services, including 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 management fees vary depending on which service is provided. However, fees charged by Syntrinsic Investment Counsel, LLC can include 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
Rachel Martin Work History
Rachel has been registered as a financial advisor for 1 years.*
Syntrinsic Investment Counsel, LLC
Weissberg Foundation
The Institute For Workplace Equality
University Of Denver
Mcnurlin, Hitchcock & Associates, P.C
Rachel Martin Yoga
New York University
*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 Rachel Martin 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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