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Home > Retirement Planners > north carolina > raleigh > FINANCIAL SYMMETRY INC.
FINANCIAL SYMMETRY INC.
5438 Wade Park Blvd
Suite 310
Raleigh, North Carolina 27607
Tel: 919-851-8200
About FINANCIAL SYMMETRY INC.
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 $807,615,757 assets under management, offering retirement planning & investment advisory services to 4193 clients. The firm is staffed with 27 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 118443 |
| SEC# | 801-62698 |
| Assets Managed by Firm | $807,615,757 |
| No. of Clients | 4193 |
| No. of Advisors | 27 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 4193 | $807,615,757 |
| Individuals (other than high net worth individuals) | 384 | $171,393,652 |
| High net worth individuals | 320 | $634,775,319 |
| Charitable organizations | 1 | $1,446,786 |
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