SYRIOS WEALTH MANAGEMENT GROUP of LA JOLLA, CA is an SEC-registered investment adviser (CRD 332139). Regulatory assets under management: $424.6M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Gregory Andrew Syrios | MANAGING DIRECTOR | — |
| Kimberly Ann Roberts | CHIEF COMPLIANCE OFFICER | — |
| ROBERTS JULIE ANN | CHIEF COMPLIANCE OFFICER | — |
| SYRIOS GREGORY ANDREW | MANAGING DIRECTOR | — |
| PATTON BEVERLY JEAN | CHIEF COMPLIANCE OFFICER | — |