Herbert
Scruggs
Cynosure Management, LLC
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About this Advisor
Herbert Scruggs is a financial advisor operating out of Salt Lake City, Utah. Scruggs is an advisor for Cynosure Management, LLC. They have spent their whole time as a financial advisor at Cynosure Management, Llc. Scruggs maintains a Series 65 license, which qualifies them as an investment advisor representative, and is able to serve investors in Utah. Cynosure Management, LLC is a financial advisory firm that has its headquarters in Salt Lake City, UT. It has offices in 10 locations and a total of 33 advisors. It manages $3 billion in assets under management among its 211 accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm advises nine charities and foundations. Of its 211 accounts, 16% belong to high-net-worth individuals who have more than $1 million in assets available to invest. Cynosure Management, LLC offers a few services, including portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and selection of other advisers. Financial management fee schedules largely depend on which services the firm provides the client. However, fee types charged by Cynosure Management, LLC likely consist of asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cynosure Management, LLC Brokerage Details
$2,526,765,312
33
211
$11,975,191
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
Herbert Scruggs Work History
Herbert has been registered as a financial advisor for 0 years.*
The Cynosure Group
*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 Herbert Scruggs 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 Cynosure Management, LLC
Salt Lake City, UT
Salt Lake City, UT
New York, NY
Salt Lake City, UT
Salt Lake City, UT
Salt Lake City, UT
Salt Lake City, UT
Salt Lake City, UT
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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