Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > connecticut > farmington > SYMETRA INVESTMENT MANAGEMENT COMPANY
SYMETRA INVESTMENT MANAGEMENT COMPANY
308 Farmington Avenue
3rd Floor
Farmington, Connecticut 06032
Tel: 860-370-7812
About SYMETRA INVESTMENT MANAGEMENT COMPANY
SYMETRA INVESTMENT MANAGEMENT COMPANY, formally registered with the SEC as SYMETRA INVESTMENT MANAGEMENT COMPANY. The firm was established in 04/01/2021. They have over 2 offices throughout the country.
SYMETRA INVESTMENT MANAGEMENT COMPANY is a Farmington, Connecticut based Financial Planning firm with nearly $74,598,201,884 assets under management, offering retirement planning & investment advisory services to 8 clients. The firm is staffed with 79 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 312176 |
| SEC# | 801-120578 |
| Assets Managed by Firm | $74,598,201,884 |
| No. of Clients | 8 |
| No. of Advisors | 79 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 8 | $74,598,201,884 |
| Other investment advisers | 1 | $24,259,337,099 |
| Corporations or other businesses | 2 | $2,287,314,784 |
More Retirement Planning firms in Farmington, Connecticut:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $172,101,281,944 | 15 | 2872 | |
| $171,751,270,410 | 133 | 1196 | |
| $132,541,536,421 | 294 | 573 | |
| $110,207,824,026 | 170 | 296 | |
| $107,251,821,000 | 4 | 524 |
Explore More Retirement Advisors in Farmington, Connecticut