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Kimberly Ann Roberts

SYRIOS WEALTH MANAGEMENT GROUP, INC.·LA JOLLA, California
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WALL STREET BUILDING, LA JOLLA, CA 92037CRD# 2228989Firm CRD# 332139
01

About

Kimberly Ann Roberts is a registered financial advisor based in LA JOLLA, California, affiliated with SYRIOS WEALTH MANAGEMENT GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
SYRIOS WEALTH MANAGEMENT GROUP, INC.
SYRIOS WEALTH MANAGEMENT GROUP
AUM
$398M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at SYRIOS WEALTH MANAGEMENT GROUP, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2228989
Firm CRD# 332139
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kimberly Ann Roberts offer?
Kimberly Ann Roberts specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LA JOLLA, California for a consultation.
What are Kimberly Ann Roberts's credentials?
Kimberly Ann Roberts is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kimberly Ann Roberts located?
Kimberly Ann Roberts is based in LA JOLLA, California, working with SYRIOS WEALTH MANAGEMENT GROUP, INC.. Their office serves clients in the LA JOLLA metropolitan area and surrounding communities.
How does Kimberly Ann Roberts charge for services?
Kimberly Ann Roberts's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SYRIOS WEALTH MANAGEMENT GROUP, INC.?
SYRIOS WEALTH MANAGEMENT GROUP, INC. has approximately 3 employees and manages $398M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SYRIOS WEALTH MANAGEMENT GROUP, INC.

Beverly Jean Patton
LA JOLLA, CA
Gregory Andrew Syrios
LA JOLLA, CA

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
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