SYMMETRY CAPITAL ADVISORS LLC

10000 N. Central Expressway
Suite 1275
Dallas, Texas 75231-4177
Tel: 214-696-4444

About SYMMETRY CAPITAL ADVISORS LLC

SYMMETRY CAPITAL ADVISORS LLC, formally registered with the SEC as SYMMETRY CAPITAL ADVISORS LLC. The firm was established in 08/23/2002. They have over 1 offices throughout the country.

SYMMETRY CAPITAL ADVISORS LLC is a Dallas, Texas based Financial Planning firm with nearly $435,149,076 assets under management, offering retirement planning & investment advisory services to 445 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	122563
SEC#	801-61422
Assets Managed by Firm	$435,149,076
No. of Clients	445
No. of Advisors	5

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	445	$435,149,076
Individuals (other than high net worth individuals)	2	$1,022,510
High net worth individuals	65	$410,250,400
Pension and profit sharing plans	2	$14,593,945
Charitable organizations	1	$1,107,100
Corporations or other businesses	2	$8,175,121

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