Ashish
Shah
Syon Capital LLC
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About this Advisor
Ashish Shah is a financial advisor based in San Francisco, California, working with Syon Capital LLC. Ashish has previously held positions at First Western Capital Management, F/M Investments, F/M Acceleration, Oakhurst Capital Management, Evoke Advisors, and Syon Capital, LLC. Ashish has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, Ashish is part of Syon Capital LLC, which operates out of San Francisco, California. The firm has 10 employees and manages assets totaling $2.5 billion. The firm serves high-net-worth clients and offers services including portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisers. The fee structure at Syon Capital LLC includes asset-based and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Syon Capital LLC Brokerage Details
$2,534,443,012
10
736
$3,443,537
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Ashish Shah Work History
Syon Capital, LLC
Evoke Advisors
F/M Investments
F/M Acceleration
Oakhurst Capital Management
First Western Capital Management
Disclosures
Please visit the SEC profile of Ashish Shah to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Syon Capital LLC
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
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