Overview
Assets Under Management: $420 million
Headquarters: PITTSBURGH, PA
High-Net-Worth Clients: 70
Average Client Assets: $2.3 million
Frequently Asked Questions
SYMONS CAPITAL MANAGEMENT INC 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 #104817), SYMONS CAPITAL MANAGEMENT INC is subject to fiduciary duty under federal law.
SYMONS CAPITAL MANAGEMENT INC is headquartered in PITTSBURGH, PA.
SYMONS CAPITAL MANAGEMENT INC serves 70 high-net-worth clients according to their SEC filing dated March 28, 2018. View client details ↓
According to their SEC Form ADV, SYMONS CAPITAL MANAGEMENT INC offers portfolio management for individuals, portfolio management for businesses, and portfolio management for institutional clients. View all service details ↓
SYMONS CAPITAL MANAGEMENT INC manages $420 million in client assets according to their SEC filing dated March 28, 2018.
According to their SEC Form ADV, SYMONS CAPITAL MANAGEMENT INC 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: 70
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 38.84%
Average Client Assets: $2.3 million
Total Client Accounts: 363
Discretionary Accounts: 337
Non-Discretionary Accounts: 26
Regulatory Filings
CRD Number: 104817
Filing ID: 1196281
Last Filing Date: 2018-03-28 15:35:00