Symmetry Partners Review

Trust Score 99%
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Last updated: July 21st, 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

Questions & Answers

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TYLER wrote: I live in the Seattle area. Do you have a local office ?

9 days ago
Response from Jessica H at

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?

1 month ago
Response from Jessica H at

Symmetry Partners currently does not have offices in New Hampshire.

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