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Home > Retirement Planners > connecticut > glastonbury > SYMMETRY PARTNERS
SYMMETRY PARTNERS
151 National Drive
Glastonbury, Connecticut 6033
Tel: 860-734-2000
About SYMMETRY PARTNERS
SYMMETRY PARTNERS, formally registered with the SEC as SYMMETRY PARTNERS. The firm was established in 07/26/2002. They have over 2 offices throughout the country.
SYMMETRY PARTNERS is a Glastonbury, Connecticut based Financial Planning firm with nearly $6,510,880,873 assets under management, offering retirement planning & investment advisory services to 14653 clients. The firm is staffed with 68 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 120982 |
| SEC# | 801-61342 |
| Assets Managed by Firm | $6,510,880,873 |
| No. of Clients | 14653 |
| No. of Advisors | 68 |
Fee Structure
- A Percentage of AUM
- Other(FEE PAID FOR SUB-ADVISOR SERVICES PROVIDED TO RIA)
Advisory Services Provided
- Portfolio Management for Individuals
- Portfolio Management for Investment
- Portfolio Management for Business
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 14653 | $6,510,880,873 |
| Individuals (other than high net worth individuals) | 11185 | $2,803,432,437 |
| High net worth individuals | 414 | $927,489,373 |
| Pension and profit sharing plans | 418 | $602,538,621 |
| Charitable organizations | 31 | $13,360,252 |
| Corporations or other businesses | 69 | $89,778,625 |
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|---|---|---|---|
| $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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