SYNTAX RESEARCH, INC.
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $202.9M |
| Discretionary | $202.8M100% of AUM |
| Non-Discretionary | $136K |
| Client Accounts | 230 |
| Avg Account Size | $882K |
| Employees | 2 |
| Peak AUM | $202.9MMar 2026 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $203M | +3.2% | +9.1% | +4.2% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $202.9M |
| Discretionary | $202.8M |
| Employees | 2 |
| Client Accounts | 230 |
| Client Range | 0 |
Contact & Location
Address
150 EAST PALMETTO PARK ROAD
BOCA RATON FL 33432
Phone
(855) 796-8296
Filing History
22 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Portfolio Mgmt (Individuals)Portfolio Mgmt (Institutional)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$203M
99.9% of AUM
Non-Discretionary
$136,476
0.1% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported