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Home > Retirement Planners > california > saratoga > SCION ASSET MANAGEMENT, LLC
SCION ASSET MANAGEMENT, LLC
20665 4th Street
Suite 201
Saratoga, California 95070
Tel: 408-441-8400
About SCION ASSET MANAGEMENT, LLC
SCION ASSET MANAGEMENT, LLC, formally registered with the SEC as SCION ASSET MANAGEMENT, LLC. The firm was established in 07/02/2018. They have over 2 offices throughout the country.
SCION ASSET MANAGEMENT, LLC is a Saratoga, California based Financial Planning firm with nearly $196,206,549 assets under management, offering retirement planning & investment advisory services to 4 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 167772 |
| SEC# | 801-113529 |
| Assets Managed by Firm | $196,206,549 |
| No. of Clients | 4 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 4 | $196,206,549 |
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