Overview
Assets Under Management: $1.2 billion
Headquarters: RALEIGH, NC
High-Net-Worth Clients: 461
Average Client Assets: $2 million
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