Symmetry Partners Review


Trust Score 99%
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Last updated: May 16th, 2019. Data source: SEC filings.

Symmetry Partners, federally registered in 2002, is a Registered Investment Advisor (RIA) in 49 state(s) with a licensed staff of 29 advisors. Symmetry Partners manages $5.3 billion and provides investment advisory services for 17,250 clients (1:595 advisor/client ratio). This firm does not have a disciplinary history.

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Firm Information


Feature Value
Minimum Investment $0
Average Client Balance $304,753
Hybrid Advisor No
Disciplinary History No
Total AUM $5.3 billion
Advisor / Client Ratio 1:595
Headquarters 151 National Drive Glastonbury, CT 06033
SEC Filings Forms and Brochures    (CRD # 120982)
State(s) Registered AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI


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