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FINANCIAL SYMMETRY INC.

5438 Wade Park Blvd
Suite 310
Raleigh, North Carolina 27607
Tel: 919-851-8200

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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 $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.

Firm Information

SEC Current StatusApproved
Firm CRD#118443
SEC#801-62698
Assets Managed by Firm$1,004,433,560
No. of Clients4599
No. of Advisors29

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services

Firm Client Information

No. of ClientsAUM
Firm Total4599$1,004,433,560
Individuals (other than high net worth individuals)369$167,812,609
High net worth individuals390$835,290,194
Charitable organizations1$1,330,757

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