linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Peter Wade Lowden

Syon Capital LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Peter? Claim Your Profile

About Peter Wade Lowden

Peter Lowden is a financial advisor with over 25 years of experience in the industry. Peter has a strong background in investments, having held positions at various financial institutions, including Hutchinson Securities, Karp Capital Management Corporation and Prime Meridian Capital Management. Peter is currently employed as a financial advisor at Syon Capital LLC, which is headquartered in San Francisco, CA. Peter specializes in providing personalized financial advice and portfolio management services to high-net-worth individuals and pooled investment vehicles.

Firm Information

Peter Lowden is currently registered with Syon Capital LLC. Syon Capital LLC is a Registered Investment Advisor located in San Francisco, CA. The firm offers portfolio management for individuals, businesses, and pooled investment vehicles. Syon Capital has approximately $2.53 billion in regulatory assets under management. They primarily serve high-net-worth individuals with 56 clients. They are also registered with the SEC. You can learn more at their website: https://www.syoncap.com.
Syon Capital LLC

555 MONTGOMERY ST.

SAN FRANCISCO, CA 94111

$2.53B

Assets Under Management

417

Total Clients

9

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Peter Lowden’s Registration & Firm History

CA

04/18/2024 - Present

Syon Capital LLC (SAN FRANCISCO CA)

CA

12/11/1995 - 05/20/1996

HUTCHINSON SECURITIES (SAN FRANCISCO CA)

Not sure if Peter Wade Lowden is right for you?

Licenses & Designations

BC

Issued 09/12/1995

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 02/04/1994

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/12/1996

Series 3 - National Commodity Futures Examination

BC

Issued 09/12/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Peter Wade Lowden.
Not sure if Peter Wade Lowden is right for you?