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 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

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