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Building 2FINANCIAL SYMMETRY INC.

Map pinRALEIGH, NC
Phone919-851-8200
NotebookSEC #801-62698
Total AUM
$1.5B
Employees
35
Clients
873

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5438 WADE PARK BLVD
SUITE 310
RALEIGH
NC 27607
United States
Operating Hours
9:30 AM TO 4:30 PM
Monday - Friday
Phone
919-851-8200

ReceiptFinancials

Total AUM
$1.5B
Accounts
5,370
Discretionary
$948.9M
Accounts
3,697
Non-Discretionary
$591.7M
Accounts
1,673

ContactClients

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Individual Clients
326
AUM
$145.6M
HNW Individual Clients
546
AUM
$1.4B
Charitable Organization Clients
1
AUM
$1.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLGAILMAMDNCNHPASCTXVA

HandshakeAffiliates

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

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