Spencer Peterson Eccles

Employer firm

Cynosure Group, LLC CRD 281399

$9.85B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2014 → Present
  The Cynosure Group
  Salt Lake City, UT
• 03/2005 → Present
  Longbow Holding Company, Llc
  Salt Lake City, UT

Previous Registrations

• 2018-04-06 → 2022-12-31
  Cynosure Group, Llc
  Salt Lake City, UT
• 2018-04-06 → 2019-01-09
  Cynosure Advisors
  Salt Lake City, UT

Other Businesses

1) Longbow Holding Co., LLC; Yes; 79 S Main Street, Floor 2, Salt Lake City, UT 84110; Hold. Co/Investment; Owner; 03/2005; 1hr/mo.; 0 hr/trading day; Hold Co. 2) Goldener Hirsch Inn & Restaurant; No; PO Box 859, Park City, UT 84060; Hotel/Restaurant; Ownder; 04/1988; 4hrs/mo.; 0hr/trading day; Mgmt hotel/restaurant. 3) Great Salt Lake Brine Shrimp Coop, Inc.; No; 1750 W. 2450 S., Ogden, UT 84401; Brine Shrimp animal feed; Director; 03/2007; 1hr/mo.; 0hr/trading day; Advisory. 4) CompleteXRM, Inc; No; 3216 E Highland Dr, #302, Millcreek, UT 84106; Software; Director; 11/2002; 1hr/mo.; 0hr/trading day; Advisory. 5) Eccles Investment Co., LLC; Yes; 79 S Main Street, Floor 2, Salt Lake City, UT 84110; Hold Co/Investment; Member; 03/2001; 1hr/mo.; 0hr/trading day; Hold Co. 6) Utah Development and Construction, LLC; Yes; 1106 Abilene Way, Park City, UT 84098; Real estate development; Member; 10/2014; 3hr/mo.; 0hr/trading day; Advisory. 7) HLKS Investments, LLC; Yes; 79 S Main Street, Floor 2, Salt Lake City, UT 84110; Hold Co/Investment; Member; 05/2006; 1hr/mo.; 0hr/trading day; Advisory. 8) Longbow Investment Group, LLC; Yes; 79 S Main Street, Floor 2, Salt Lake City, UT 84110; Investment, Member; 10/2008; .1hr/mo.; 0hr/trading day; Advisory. 9)Penzion 2004, LLC; No; 79 S Main Street, Floor 2, Salt Lake City, UT 84110; Hotel; Advisor; 04/2015; .1hr/mo.; 0hr/trading day; Advisory. 10) Fox Ranch at Spring Creek, LLC; No; 79 S Main Street, Floor 2, Salt Lake City, UT 84110; Ranch; Advisor; 06/2005; .5hr/mo.; 0hr/trading day; Advisory. 11) Eccles Window Rock Ranch, LLC; No; 79 S Main Street, Floor 2, Salt Lake City, UT 84110; Ranch; Adviser; 11/1998; .2 hours per month (none during trading hours); advisory related responsibilities.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-03-26

Other Names

• Spencer P. Eccles