Syon Capital

EST. AUM
$4,379,631,229

CONTACTS
11

CLIENT ACCOUNTS
1,089

Firm Details

Metro area San Francisco
CRD Number 322776
Website syoncap.com
Client types

Overview

Syon Capital is a wealth management firm that positions itself as a personal CFO for its clients, which include wealthy families, business executives, and entrepreneurs. The firm's approach is holistic and customized, focusing on a deep understanding of each client’s unique financial situation, aspirations, and life goals. Syon Capital's investment strategy is highly adaptable, employing both traditional asset allocations and alternative investments, such as private equity and real estate, to optimize returns and manage risks. The firm offers a broad array of services beyond investment management, including comprehensive financial planning, tax strategies, liquidity and liability management, retirement planning, and philanthropy. Syon Capital emphasizes long-term relationships with its clients, acting as a fiduciary and offering conflict-free advice designed to prioritize clients' interests. Former Merrill Lynch team, established new RIA, will custody with Schwab

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Syon Capital

Platform Details

Investment Preferences

Alternative Activity

Address

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