801 Park Ave
Winona Lake, Indiana 46590
Tel: 800-888-7968
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.
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 |
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 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$26,678,534,447 | 15 | 78 | |
$25,872,395,406 | 10 | 37 | |
$22,024,300,000 | 49099 | 643 | |
$18,201,054,484 | 6270 | 150 | |
$11,439,805,300 | 5947 | 56 |
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