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SYRIOS WEALTH MANAGEMENT GROUP, INC.

Doing business as SYRIOS WEALTH MANAGEMENT GROUP. SEC Form ADV profile.

Total regulatory AUM
$424,571,594
Discretionary
$310,268,238
Non-discretionary
$114,303,356

Firm details

CRD number
332139
SEC file number
801-130855
Main office
LA JOLLA, CA, United States
Employees
3
SEC status
Approved
Fee structure
Percentage of AUM Fixed fees

As of October 2026.