1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2FINSYM PARTNERS, LLC

Map pin
Phone206-276-1774
NotebookSEC #801-122427
Total AUM
$188M
Employees
3
Clients
90

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:30AM - 5:00PM
Monday - Friday
Phone
206-276-1774
Other Offices
1

ReceiptFinancials

Total AUM
$188M
Accounts
90
Discretionary
$182.7M
Accounts
88
Non-Discretionary
$5.3M
Accounts
2

ContactClients

View more in analytics →

Individual Clients
44
AUM
$12.2M
HNW Individual Clients
46
AUM
$175.8M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
TXWA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account