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Building 2SYM FINANCIAL ADVISORS

Map pinWINONA LAKE, IN
Phone800-888-7968
NotebookSEC #801-23944
Total AUM
$5.8B
Employees
84
Clients
1,959

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
801 PARK AVE
WINONA LAKE
IN 46590
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
800-888-7968
Other Offices
5

ReceiptFinancials

Total AUM
$5.8B
Accounts
6,673
Discretionary
$5.1B
Accounts
6,626
Non-Discretionary
$675M
Accounts
47

ContactClients

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Individual Clients
953
AUM
$415.8M
HNW Individual Clients
848
AUM
$3.4B
Pension/Profit Sharing Plan Clients
128
AUM
$1.1B
Charitable Organization Clients
10
AUM
$815.1M
Corporation or Business Clients
20
AUM
$56M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALAZCAFLGAILINKYLAMDMIMNNCNJNYOHORPASCTNTXVAWAWI

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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