Symmetry Partners

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Last updated: February 18th, 2020. Data source: SEC filings.

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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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Benefits

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Considerations

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The Trust algorithm did not surface any considerations for this firm. Checks take place monthly.

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Firm Information


Feature Value
Rank (United States) Top 1%
Advisors Directory View Directory
Avg Advisor Years Registered 14
Percentage of Advisors Trusted 72%
Minimum Investment $0
Average Client Balance $304,753
Total AUM $5.3 billion
Advisor / Client Ratio 1:595
Headquarters 151 National Drive Glastonbury, CT 06033
SEC Filings View SEC IAPD 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

SEC data last verified 02/18/2020. For the most up-to-date information, please view the applicable SEC and FINRA reports above. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). Any data inaccuracies, please contact our team. All requests for updated information should also be reported directly to the SEC and/or FINRA.



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