Peter Lowden is a CFA-designated registered investment advisor at Syon Capital LLC, based in San Francisco, CA, with 19 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 54 clients with $2.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees may be negotiable.
Fee Estimator
Location
555 Montgomery St., Ste 1250, San Francisco, CA, 94111
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Syon Capital LLC
Previous Registrations
Miracle Mile Advisors, LLC
Karp Capital Management Corporation
Prime Meridian Capital Management, LLC
The Enrichment Group, INC.
Ascentia Capital Partners, LLC
Ascentia Capital Partners, LLC
Sierra Nevada Investment Management
Schultz Financial Group Incorporated
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.