FINSYM PARTNERS, LLC
Total AUM
$188M
Employees
3Clients
90Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Monday - Friday
Phone
206-276-1774
Other Offices
1
Financials
Total AUM
$188M
Accounts
90Discretionary
$182.7M
Accounts
88Non-Discretionary
$5.3M
Accounts
2
Clients
Individual Clients
44AUM
$12.2M
HNW Individual Clients
46AUM
$175.8M
Services
Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
TXWA
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.