Simon TryznaCRD Number: 6279731
Current Firm: Clearpath Capital Partners LLC
Simon Tryzna (CRD# 6279731) is an Investment Advisor Representative working at Clearpath Capital Partners LLC in San Francisco, CA and has over 4 years of experience in the finance industry.
Polaris Wealth Advisory Group
Monetary Management Corporation
Perigon Wealth Management, LLC
|Clearpath Capital Partners LLC||San Francisco, CA||Jul 2015 - Current||6|
|Saint Mary's College||Moraga, CA||Aug 2011 - May 2015||3|
|Summit Wealth & Retirement Partners||Walnut Creek, CA||Dec 2013 - Dec 2014||1|
|Northgate Capital||Danville, CA||Feb 2013 - Dec 2013||< 1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Dec 2017|
Total Assets Under Management325MILLIONS
Total Number of Accounts285ACCOUNTS
Average Account Value$1,141,147
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA, TX, VA, WA
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