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 $4,055,387,303 assets under management, offering retirement planning & investment advisory services to 5346 clients. The firm is staffed with 75 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	107517
SEC#	801-23944
Assets Managed by Firm	$4,055,387,303
No. of Clients	5346
No. of Advisors	75

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	5346	$4,055,387,303
Individuals (other than high net worth individuals)	883	$385,298,637
High net worth individuals	638	$2,152,753,123
Pension and profit sharing plans	115	$852,096,948
Charitable organizations	11	$629,539,240
Corporations or other businesses	13	$35,699,355

More Retirement Planning firms in Winona Lake, Indiana:

Firm Name	Assets Under Management	Total Clients	Total Advisors
40/86 ADVISORS, INC. 11299 Illinois Street, Suite 200 Carmel, IN, 46032	$26,678,534,447	15	78
ONEAMERICA ASSET MANAGEMENT, LLC One American Square Indianapolis, IN, 46206	$25,872,395,406	10	37
OXFORD FINANCIAL GROUP, LTD 11711 North Meridian Street, Suite 600 Carmel, IN, 46032	$18,201,054,484	6270	150
SAPIENT CAPITAL LLC 401 Pennsylvania Pkwy, Suite 100 Indianapolis, IN, 46280	$11,439,805,300	5947	56
SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC 111 Congressional Blvd., Suite 100 Carmel, IN, 46032	$4,946,760,100	2231	42

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