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SYM FINANCIAL ADVISORS

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

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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 StatusApproved
Firm CRD#107517
SEC#801-23944
Assets Managed by Firm$4,055,387,303
No. of Clients5346
No. of Advisors75

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 ClientsAUM
Firm Total5346$4,055,387,303
Individuals (other than high net worth individuals)883$385,298,637
High net worth individuals638$2,152,753,123
Pension and profit sharing plans115$852,096,948
Charitable organizations11$629,539,240
Corporations or other businesses13$35,699,355

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