Scionai
Firm details
- Headquarters
- ,
- CRD number
- 305833
- Fee structure
- Percentage of AUM, Hourly Charges, Performance Based Fees
- Client types
- Corporations / Businesses51.12%
- Individuals48.88%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsMarket Timing ServicesEducational Seminars / Workshops
Firm profile
FINTRXOverview
Scionai is organized as a limited liability company and appears to operate as an adviser to both individual/family and institutional clients. Its advisory scope includes portfolio management for individuals and small businesses, portfolio management for businesses or institutions, market-timing services, and delivery of educational seminars or workshops. The firm is owned by an individual and does not identify as a multi-state adviser, an ESG-active manager, a pension consultant, or a related adviser. Scionai is not described as a capital allocator; its pricing mixes a percentage-of-assets model with hourly charges and the possibility of performance-based fees.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Cash & Cash Equivalents55%
- Exchange Traded Equities44%
- Derivatives1%
Contacts
1 of 1
Reza Roshani Tabrizi
FounderCRD 7186032
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations