family office
The Cynosure Group
SALT LAKE CITY, UT
CRD: 281399
In network coverage since September 1, 2026 · 1 story
$9.8BRegulatory AUMSEC Form ADV · Oct 10
71EmployeesForm ADV
Regulatory AUM · Sep 5 – Oct 10
Network coverage
exit
Savant's Socha deal maps a hybrid exit
A family-founded New York RIA sold to Savant with the next generation keeping equity, creating a structure for owners caught between internal succession and an outside sale.