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SYRIOS WEALTH MANAGEMENT GROUP, INC.
SYRIOS WEALTH MANAGEMENT GROUP, INC.
SYRIOS WEALTH MANAGEMENT GROUP
LA JOLLA, California
·
3 registered advisors
·
CRD# 332139
SEC# 801-130855
0
858-333-6151
01
Firm Overview
AUM
$398M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at SYRIOS WEALTH MANAGEMENT GROUP, INC.
3 registered advisors
Beverly Jean Patton
LA JOLLA, California
CRD# 5235638
Gregory Andrew Syrios
LA JOLLA, California
CRD# 2381563
Kimberly Ann Roberts
LA JOLLA, California
CRD# 2228989
05
Office Locations
LA JOLLA, California
3 advisors
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Data sourced from SEC Form ADV filings. SYRIOS WEALTH MANAGEMENT GROUP, INC. (CRD# 332139) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.