308 Farmington Avenue
3rd Floor
Farmington, Connecticut 6032
Tel: 860-370-7812
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 $68,176,048,738 assets under management, offering retirement planning & investment advisory services to 8 clients. The firm is staffed with 69 experienced financial planners.
SEC Current Status | Approved |
Firm CRD# | 312176 |
SEC# | 801-120578 |
Assets Managed by Firm | $68,176,048,738 |
No. of Clients | 8 |
No. of Advisors | 69 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 8 | $68,176,048,738 |
Other investment advisers | 1 | $22,831,941,476 |
Corporations or other businesses | 2 | $2,161,074,889 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$196,833,823,871 | 143 | 1166 | |
$139,912,052,624 | 18 | 2311 | |
$122,238,315,019 | 40 | 63 | |
$119,996,796,135 | 279 | 566 | |
$110,827,884,619 | 182 | 290 |
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