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SYON CAPITAL LLC
SYON CAPITAL LLC
SAN FRANCISCO, California
·
3 registered advisors
·
CRD# 322776
SEC# 801-126386
0
415-520-7966
01
Firm Overview
AUM
$2.5B
Regulatory assets under management
Employees
10
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Investment Management
Retirement Planning
Wealth Management
04
Advisors at SYON CAPITAL LLC
3 registered advisors
Ashu Chopra
SAN FRANCISCO, California
CRD# 4263099
Megan S Mulloy
SAN FRANCISCO, California
CFP
CRD# 5022680
Sien Chen
SAN FRANCISCO, California
CRD# 5494298
05
Office Locations
SAN FRANCISCO, California
3 advisors
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Data sourced from SEC Form ADV filings. SYON CAPITAL LLC (CRD# 322776) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.