Mark
Siddoway
Cynosure Management, LLC
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About this Advisor
Mark Siddoway is a chartered financial analyst working in Salt Lake City, Utah. Siddoway is an advisor for Cynosure Management, LLC. Throughout their career, they have worked at Grandeur Peak Global Advisors LLC, Alps Distributors, Inc and Cynosure Management, LLC. Siddoway maintains a Series 63 license, certifying them as a securities broker, and is approved to operate in Utah. Cynosure Management, LLC is a financial advisory business based in Salt Lake City, UT. The company has offices in 10 locations and a total of 33 financial advisors. It has $3 billion in assets under management across its 211 customer accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm serves nine charities and foundations. Of its 211 customer accounts, 16% are held by high-net-worth clients who have at least $1 million in assets available to invest. Cynosure Management, LLC has a set of services, including portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and selection of other advisers. A financial advisor's fee schedules vary depending on which services the firm provides the client. However, fee types charged by Cynosure Management, LLC most likely are comprised of any combination 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
Mark Siddoway Work History
Mark has been registered as a financial advisor for 0 years.*
Cynosure Management, LLC
Grandeur Peak Global Advisors LLC
Alps Distributors, Inc
*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 Mark Siddoway 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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