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Spencer Peterson Eccles

THE CYNOSURE GROUP·SALT LAKE CITY, Utah
Unclaimed Profile
111 SOUTH MAIN STREET, SALT LAKE CITY, UT 84111-1929CRD# 6589570Firm CRD# 281399
01

About

Spencer Peterson Eccles is a registered financial advisor based in SALT LAKE CITY, Utah, affiliated with THE CYNOSURE GROUP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
THE CYNOSURE GROUP
CYNOSURE GROUP, LLC
AUM
$4.9B
Regulatory assets under management
Employees
49
Total firm employees
View all advisors at THE CYNOSURE GROUP →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 6589570
Firm CRD# 281399
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Spencer Peterson Eccles offer?
Spencer Peterson Eccles specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in SALT LAKE CITY, Utah for a consultation.
What are Spencer Peterson Eccles's credentials?
Spencer Peterson Eccles is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Spencer Peterson Eccles located?
Spencer Peterson Eccles is based in SALT LAKE CITY, Utah, working with THE CYNOSURE GROUP. Their office serves clients in the SALT LAKE CITY metropolitan area and surrounding communities.
How does Spencer Peterson Eccles charge for services?
Spencer Peterson Eccles's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THE CYNOSURE GROUP?
THE CYNOSURE GROUP has approximately 49 employees and manages $4.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Utah
LEHI (82)PARK CITY (60)DRAPER (54)PROVO (47)SANDY (44)
City Guides
LEHI GuidePARK CITY GuideDRAPER GuidePROVO GuideSANDY Guide
Research
Advisor Fees in UtahNational Fee Analysis
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