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Richard William Syrek

MAGNOLIA CAPITAL MANAGEMENT, LTD.·COLD SPRING, New York
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145 MAIN STREET, COLD SPRING, NY 10516CRD# 6651884Firm CRD# 119597
01

About

Richard William Syrek is a registered financial advisor based in COLD SPRING, New York, affiliated with MAGNOLIA CAPITAL MANAGEMENT, LTD.. 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
MAGNOLIA CAPITAL MANAGEMENT, LTD.
MAGNOLIA CAPITAL MANAGEMENT
AUM
$202M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at MAGNOLIA CAPITAL MANAGEMENT, LTD. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6651884
Firm CRD# 119597
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Richard William Syrek offer?
Richard William Syrek specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in COLD SPRING, New York for a consultation.
What are Richard William Syrek's credentials?
Richard William Syrek is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Richard William Syrek located?
Richard William Syrek is based in COLD SPRING, New York, working with MAGNOLIA CAPITAL MANAGEMENT, LTD.. Their office serves clients in the COLD SPRING metropolitan area and surrounding communities.
How does Richard William Syrek charge for services?
Richard William Syrek's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MAGNOLIA CAPITAL MANAGEMENT, LTD.?
MAGNOLIA CAPITAL MANAGEMENT, LTD. has approximately 3 employees and manages $202M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in COLD SPRING
T. Jefferson Coleman Cunningham — MAGNOLIA CAPITAL MANAGEMENT, LTD.John Karl Gifford — MAGNOLIA CAPITAL MANAGEMENT, LTD.James Bell Cunningham — MAGNOLIA CAPITAL MANAGEMENT, LTD.James Bell Cunningham — MAGNOLIA CAPITAL MANAGEMENT, LTD.Carol Ann Powell — MAGNOLIA CAPITAL MANAGEMENT, LTD.
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