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SYMMETRY PARTNERS
GLASTONBURY, CT
860-734-2000
SEC #801-61342Total AUM
$4.7B
Employees
52Clients
8,910Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
151 NATIONAL DRIVE
GLASTONBURY
CT 06033
United States
GLASTONBURY
CT 06033
United States
Operating Hours
8:30 AM TO 5PM EST
Monday - Friday
Monday - Friday
Phone
860-734-2000
Other Offices
3
Financials
Total AUM
$4.7B
Accounts
11,419Discretionary
$4.7B
Accounts
11,419Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
7,801AUM
$1.4B
HNW Individual Clients
675AUM
$1.1B
Investment Company Clients
1AUM
$1.7B
Pension/Profit Sharing Plan Clients
319AUM
$477.7M
Charitable Organization Clients
37AUM
$17.3M
Corporation or Business Clients
76AUM
$61.3M
Other Clients
1AUM
$0
Description of Other Clients
EXEMPT
Services
Services Offered
Advisor / Fund Manager SelectionCompany Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
SUB-ADVISOR, PLATFORM SERVICES
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
FEE PAID FOR SUB-ADVISOR SERVICES PROVIDED TO RIA
Compliance
Disclosures
None reported
State Registrations
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Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.