SYM FINANCIAL ADVISORS

801 Park Ave
Winona Lake, Indiana 46590
Tel: 800-888-7968

About SYM FINANCIAL ADVISORS

SYM FINANCIAL ADVISORS, formally registered with the SEC as SYM FINANCIAL ADVISORS. The firm was established in 05/15/1985. They have over 5 offices throughout the country.

SYM FINANCIAL ADVISORS is a Winona Lake, Indiana based Financial Planning firm with nearly $3,330,241,056 assets under management, offering retirement planning & investment advisory services to 4634 clients. The firm is staffed with 67 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	107517
SEC#	801-23944
Assets Managed by Firm	$3,330,241,056
No. of Clients	4634
No. of Advisors	67

Fee Structure

A Percentage of AUM
Fixed Fees

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Portfolio Management for Business
Pension Consulting Services
Selection of Other Advisors
Educational Seminars/ Workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	4634	$3,330,241,056
Individuals (other than high net worth individuals)	786	$351,205,545
High net worth individuals	535	$1,654,254,619
Pension and profit sharing plans	112	$708,469,678
Charitable organizations	11	$584,254,245
Corporations or other businesses	14	$32,056,969

Inquire with SYM FINANCIAL ADVISORS

More Retirement Planning firms in Winona Lake, Indiana:

Firm Name	Assets Under Management	Total Clients	Total Advisors
LINCOLN FINANCIAL ADVISORS CORPORATION 1301 South Harrison Street Fort Wayne, IN, 46802	$32,602,597,413	98199	1690
40/86 ADVISORS, INC. 535 N. College Drive Carmel, IN, 46032	$24,468,049,188	15	77
ONEAMERICA ASSET MANAGEMENT, LLC One American Square Indianapolis, IN, 46206	$23,853,429,616	10	37
SANCTUARY ADVISORS, LLC 3815 River Crossing Pkwy, Suite 200 Indianapolis, IN, 46240	$16,220,200,000	38933	560
OXFORD FINANCIAL GROUP, LTD 11711 North Meridian Street, Suite 600 Carmel, IN, 46032	$15,587,908,593	5947	159

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