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Building 2SYRIOS WEALTH MANAGEMENT GROUP

Map pinLA JOLLA, CA
Phone858-333-6151
NotebookSEC #801-130855
Total AUM
$424.6M
Employees
3
Clients
146

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
WALL STREET BUILDING
7855 IVANHOE AVENUE, SUITE 420
LA JOLLA
CA 92037
United States
Operating Hours
6:30 A.M. - 4:00 P.M.
Monday - Friday
Phone
858-333-6151

ReceiptFinancials

Total AUM
$424.6M
Accounts
582
Discretionary
$310.3M
Accounts
481
Non-Discretionary
$114.3M
Accounts
101

ContactClients

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Individual Clients
79
AUM
$33.7M
HNW Individual Clients
58
AUM
$274.2M
Pension/Profit Sharing Plan Clients
1
AUM
$8.6M
Corporation or Business Clients
8
AUM
$108.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLNVTXWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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