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SYM FINANCIAL ADVISORS
Tel: 800-888-7968
801 Park Ave Winona Lake, Indiana 46590
SYM FINANCIAL ADVISORS
SYM FINANCIAL ADVISORS is a Winona Lake, Indiana based financial advisory firm with nearly $4,055,387,303 in assets under management and provides investment advisory services for 5346 clients. There are currently 75 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Selection for other advisors , Education seminars/workshops
Fee Structure:
A percentage of AUM, Fixed fees
Firm CRD#:
107517
SEC#:
801-23944
No. of Clients:
5346
Assets under Management
$4,055,387,303
No. of Advisors:
75
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