SYON CAPITAL LLC

555 Montgomery St.
Ste 1250
San Francisco, California 94111
Tel: 415-520-7966

About SYON CAPITAL LLC

SYON CAPITAL LLC, formally registered with the SEC as SYON CAPITAL LLC. The firm was established in 08/12/2022. They have over 1 offices throughout the country.

SYON CAPITAL LLC is a San Francisco, California based Financial Planning firm with nearly $2,534,443,012 assets under management, offering retirement planning & investment advisory services to 736 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	322776
SEC#	801-126386
Assets Managed by Firm	$2,534,443,012
No. of Clients	736
No. of Advisors	10

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	736	$2,534,443,012
High net worth individuals	56	$2,530,741,621

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