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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 $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 Status | Approved |
|---|---|
| Firm CRD# | 118443 |
| SEC# | 801-62698 |
| Assets Managed by Firm | $1,004,433,560 |
| No. of Clients | 4599 |
| No. of Advisors | 29 |
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 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 |
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