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 operates as an institutional registered investment adviser serving both individual & family clients and institutional clients. The firm offers portfolio management for individuals and small businesses as well as for businesses and institutions. Service capabilities listed in filings include market timing services and delivery of educational seminars and workshops. Fee arrangements are mixed: Scionai charges a percentage of assets under management, may bill hourly, and can assess performance-based fees. Filings indicate it is not an active ESG investor, is not a multi-state adviser, and does not function as a pension consultant or related adviser.
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