Overview
Assets Under Management: $5.7 billion
Headquarters: GLASTONBURY, CT
High-Net-Worth Clients: 3
Average Client Assets: $526 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 3
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 27.59
Average High-Net-Worth Client Assets: $526 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