Last updated: November 11th, 2019. Data source: SEC filings.
|Rank (United States)||Top 1%|
|Advisors Directory||View Directory|
|Top Advisor||Rebecca Cioban|
|Avg Advisor Trust Score||92|
|Avg Advisor Years Registered||6|
|Average Client Balance||$304,753|
|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|
Neva wrote: Are there advisors in Texas?1 month ago
We were unable to locate an office in Texas, but they are licensed to do business in Texas.
TYLER wrote: I live in the Seattle area. Do you have a local office ?4 months ago
We were only able to locate an office in Glastonbury, CT, but Symmetry Partners are licensed to work with individuals in Washington if you do not require a local partner.
Frances Ginestet wrote: Do you have offices located in NH? If so, what cities?5 months ago
Symmetry Partners currently does not have offices in New Hampshire.