Scionai

RIASEC Registered
Total AUM
$491K
Discretionary
$491K
100% of AUM
Avg account
$81.8K
Accounts
6
Employees
1
Advisory reps
1

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Cash & Cash Equivalents 55%, Exchange Traded Equities 44%, Derivatives 1%55%
  • Cash & Cash Equivalents55%
  • Exchange Traded Equities44%
  • Derivatives1%

Contacts

1 of 1
  • Reza Roshani Tabrizi

    Reza Roshani Tabrizi

    FounderCRD 7186032

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth