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Home > Retirement Planners > connecticut > glastonbury > SYMMETRY PARTNERS
SYMMETRY PARTNERS
151 National Drive
Glastonbury, Connecticut 06033
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 $5,879,425,880 assets under management, offering retirement planning & investment advisory services to 13776 clients. The firm is staffed with 66 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 120982 |
| SEC# | 801-61342 |
| Assets Managed by Firm | $5,879,425,880 |
| No. of Clients | 13776 |
| No. of Advisors | 66 |
Fee Structure
- A percentage of AUM
- Other (FEE PAID FOR SUB-ADVISOR SERVICES PROVIDED TO RIA)
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Other (SUB-ADVISOR)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 13776 | $5,879,425,880 |
| Individuals (other than high net worth individuals) | 10642 | $2,096,561,230 |
| High net worth individuals | 326 | $1,111,941,225 |
| Pension and profit sharing plans | 403 | $700,780,171 |
| Charitable organizations | 24 | $9,501,378 |
| Corporations or other businesses | 57 | $80,062,429 |
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|---|---|---|---|
| $172,101,281,944 | 15 | 2872 | |
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