Symmetry Partners Review

Trust Score 99%
Trust Score info_outline

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.


View More keyboard_arrow_down


View More keyboard_arrow_down

Download PDF

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

Questions & Answers

Get answers about Symmetry Partners

Ask a question question_answer

Share Firm Profile