AdvisorOS Directory
Claim Profile
JS

James Paul Sioris

MERISTEM FAMILY WEALTH, LLC·MINNETONKA, Minnesota
Unclaimed Profile
701 CARLSON PARKWAY, MINNETONKA, MN 55305CRD# 4707615Firm CRD# 109141
01

About

James Paul Sioris is a registered financial advisor based in MINNETONKA, Minnesota, affiliated with MERISTEM FAMILY WEALTH, LLC. 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
MERISTEM FAMILY WEALTH, LLC
MERISTEM FAMILY WEALTH
AUM
$5.4B
Regulatory assets under management
Employees
41
Total firm employees
View all advisors at MERISTEM FAMILY WEALTH, LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4707615
Firm CRD# 109141
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in MINNETONKA?

Browse all registered financial advisors in MINNETONKA, Minnesota or claim this profile if it's yours.

Browse MINNETONKA AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does James Paul Sioris offer?
James Paul Sioris specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in MINNETONKA, Minnesota for a consultation.
What are James Paul Sioris's credentials?
James Paul Sioris is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Paul Sioris located?
James Paul Sioris is based in MINNETONKA, Minnesota, working with MERISTEM FAMILY WEALTH, LLC. Their office serves clients in the MINNETONKA metropolitan area and surrounding communities.
How does James Paul Sioris charge for services?
James Paul Sioris'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 MERISTEM FAMILY WEALTH, LLC?
MERISTEM FAMILY WEALTH, LLC has approximately 41 employees and manages $5.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in MINNETONKA
Maressia Ann Twele — TWELE CAPITAL MANAGEMENT, INC.John Anthony Twele — TWELE CAPITAL MANAGEMENT, INC.Joseph Eugene Stratmann — TWELE CAPITAL MANAGEMENT, INC.Paul Antony Richardson — PINE RIVER CAPITAL MANAGEMENT L.P.Daniel John May — ADVISORNET FINANCIAL, INC.
Nearby cities in Minnesota
MINNEAPOLIS (894)EDINA (122)ST PAUL (111)PLYMOUTH (97)BLOOMINGTON (93)
City Guides
MINNEAPOLIS GuideEDINA GuideST PAUL GuidePLYMOUTH GuideBLOOMINGTON Guide
Research
Advisor Fees in MinnesotaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile