The SYRIOS WEALTH MANAGEMENT GROUP is a privately held investment adviser that advises $424.57mn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. SYRIOS WEALTH MANAGEMENT GROUP is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 5.13% over the last 1-years.
The Group has been registered with the SEC for 2 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at WALL STREET BUILDING 7855 IVANHOE AVENUE, SUITE 420, SAN DIEGO, CALIFORNIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 3 employees comprised of 1 investment and 2 non-investment staff. The total number of Employees remained the same over the last few years.
Their $424.57mn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 8 other accounts. Assets of High Net Worth Individuals clients own $274.22mn or 64.59% of Total Assets and Corporations or Other Businesses own $108.06mn or 25.45% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 3 types of clients, top clients are High Net Worth Individuals and Corporations or Other Businesses.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
SYRIOS WEALTH MANAGEMENT GROUP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.