Overview
Assets Under Management: $5.7 billion
Headquarters: GLASTONBURY, CT
High-Net-Worth Clients: 858
Average Client Assets: $2 million
Frequently Asked Questions
SYMMETRY PARTNERS, LLC. 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 #120982), SYMMETRY PARTNERS, LLC. is subject to fiduciary duty under federal law.
SYMMETRY PARTNERS, LLC. is headquartered in GLASTONBURY, CT.
SYMMETRY PARTNERS, LLC. serves 858 high-net-worth clients according to their SEC filing dated June 11, 2025. View client details ↓
According to their SEC Form ADV, SYMMETRY PARTNERS, LLC. offers portfolio management for individuals, portfolio management for businesses, and portfolio management for institutional clients. View all service details ↓
SYMMETRY PARTNERS, LLC. manages $5.7 billion in client assets according to their SEC filing dated June 11, 2025.
According to their SEC Form ADV, SYMMETRY PARTNERS, LLC. serves high-net-worth individuals, businesses, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 858
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 28.21
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 13,224
Discretionary Accounts: 13,224
Regulatory Filings
CRD Number: 120982
Filing ID: 1997229
Last Filing Date: 2025-06-11 10:46:00
Website: https://symmetrypartners.com