5438 Wade Park Blvd
Suite 310
Raleigh, North Carolina 27607
Tel: 919-851-8200
FINANCIAL SYMMETRY INC, formally registered with the SEC as FINANCIAL SYMMETRY INC. The firm was established in 01/28/2004. They have over 1 offices throughout the country.
FINANCIAL SYMMETRY INC. is a Raleigh, North Carolina based Financial Planning firm with nearly $1,004,433,560 assets under management, offering retirement planning & investment advisory services to 4599 clients. The firm is staffed with 29 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 118443 |
SEC# | 801-62698 |
Assets Managed by Firm | $1,004,433,560 |
No. of Clients | 4599 |
No. of Advisors | 29 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 4599 | $1,004,433,560 |
Individuals (other than high net worth individuals) | 369 | $167,812,609 |
High net worth individuals | 390 | $835,290,194 |
Charitable organizations | 1 | $1,330,757 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$852,173,054,617 | 100603 | 1554 | |
$429,024,440,167 | 9416 | 1015 | |
$307,726,562,224 | 343 | 985 | |
$300,798,686,558 | 8078 | 513 | |
$137,561,001,775 | 6685 | 31 |
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