Overview
Assets Under Management: $1.2 billion
Headquarters: RALEIGH, NC
High-Net-Worth Clients: 461
Average Client Assets: $2 million
Frequently Asked Questions
FINANCIAL SYMMETRY INCORPORATED is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #118443), FINANCIAL SYMMETRY INCORPORATED is subject to fiduciary duty under federal law.
FINANCIAL SYMMETRY INCORPORATED is headquartered in RALEIGH, NC.
FINANCIAL SYMMETRY INCORPORATED serves 461 high-net-worth clients according to their SEC filing dated March 28, 2025. View client details ↓
According to their SEC Form ADV, FINANCIAL SYMMETRY INCORPORATED offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
FINANCIAL SYMMETRY INCORPORATED manages $1.2 billion in client assets according to their SEC filing dated March 28, 2025.
According to their SEC Form ADV, FINANCIAL SYMMETRY INCORPORATED serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 461
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 86.89
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 5,000
Discretionary Accounts: 3,230
Non-Discretionary Accounts: 1,770
Regulatory Filings
CRD Number: 118443
Filing ID: 1960181
Last Filing Date: 2025-03-28 14:55:00
Website: https://financialsymmetry.com