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| Financial Symmetry Incorporated
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|---|---|
| CRD # | 118443 |
| SEC # | 801-62698 |
| CIK # | 0001861029, 0002004843, 0002111130, 0002055506, 0001691919 |
| AUM | 1,540.6 M (2026-05-27) |
| Employees | 35 (43% Investors, 0% Brokers) |
| Phone | 919-851-8200 |
| Address | 5438 Wade Park Blvd Raleigh, NC 27607 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.0 | ||
| Nvidia Corp | 0.0 | ||
| Cisco Systems Inc | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| Tempus AI Inc | 0.0 | ||
| Tesla Motors Inc | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 326 | 145.6 |
| (b) Individuals (high net worth individuals) | 546 | 1,393.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 1.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 5,370 | 1,540.6 |
| By Discretionary | ||
| Discretionary | 3,697 | 948.9 |
| Non-Discretionary | 1,673 | 591.7 |
| Total | 5,370 | 1,540.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,540.6 | |
| Total | 5,370 | 1,540.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001691919] | |
| 3 | [0001861029] | |
| 4 | [0001861029] | |
| 13F-HR | [0002004843] | |
| 13F-NT | [0002055506] | |
| D | [0002111130] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
PMV Pharmaceuticals Inc PMVP
Common Stock
|
2021-06-14 | Sell | 4,699 | $34.11 | 160,283 |
|
PMV Pharmaceuticals Inc PMVP
Common Stock
|
2021-06-14 | Sell | 1,260 | $34.11 | 42,979 |
|
PMV Pharmaceuticals Inc PMVP
Common Stock
|
2021-06-14 | Sell | 24,726 | $34.11 | 843,404 |
|
PMV Pharmaceuticals Inc PMVP
Common Stock
|
2021-06-14 | Sell | 7,141 | $34.11 | 243,580 |
|
PMV Pharmaceuticals Inc PMVP
Common Stock
|
2021-06-14 | Sell | 6,593 | $34.11 | 224,887 |
|
PMV Pharmaceuticals Inc PMVP
Common Stock
|
2021-06-11 | Sell | 3,262 | $33.80 | 110,256 |
|
PMV Pharmaceuticals Inc PMVP
Common Stock
|
2021-06-11 | Sell | 621 | $33.80 | 20,990 |
|
PMV Pharmaceuticals Inc PMVP
Common Stock
|
2021-06-11 | Sell | 12,237 | $33.80 | 413,611 |
|
PMV Pharmaceuticals Inc PMVP
Common Stock
|
2021-06-11 | Sell | 3,533 | $33.80 | 119,415 |
|
PMV Pharmaceuticals Inc PMVP
Common Stock
|
2021-06-11 | Sell | 2,324 | $33.80 | 78,551 |
|
PMV Pharmaceuticals Inc PMVP
Common Stock
|
2021-06-10 | Sell | 2,183 | $32.68 | 71,340 |
|
PMV Pharmaceuticals Inc PMVP
Common Stock
|
2021-06-10 | Sell | 585 | $32.68 | 19,118 |
|
PMV Pharmaceuticals Inc PMVP
Common Stock
|
2021-06-10 | Sell | 3,063 | $32.68 | 100,099 |
|
PMV Pharmaceuticals Inc PMVP
Common Stock
|
2021-06-10 | Sell | 3,317 | $32.68 | 108,400 |
|
PMV Pharmaceuticals Inc PMVP
Common Stock
|
2021-06-10 | Sell | 11,485 | $32.68 | 375,330 |
|
PMV Pharmaceuticals Inc PMVP
Common Stock
|
2021-06-09 | Sell | 4,192 | $33.64 | 141,019 |
|
PMV Pharmaceuticals Inc PMVP
Common Stock
|
2021-06-09 | Sell | 22,070 | $33.64 | 742,435 |
|
PMV Pharmaceuticals Inc PMVP
Common Stock
|
2021-06-09 | Sell | 6,372 | $33.64 | 214,354 |
|
PMV Pharmaceuticals Inc PMVP
Common Stock
|
2021-06-09 | Sell | 5,883 | $33.64 | 197,904 |
|
PMV Pharmaceuticals Inc PMVP
Common Stock
|
2021-06-09 | Sell | 1,121 | $33.64 | 37,710 |
| showing 20 of 30 most recent transactions | |||||
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|---|---|---|
|
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MN | 1,551.2 M |
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SC | 1,549.6 M |
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MD | 1,549.5 M |
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Fiduciary Wealth Partners LLC
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MA | 1,544.4 M |
|
Activ8 Family Office LLC
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|
VA | 1,542.4 M |
|
Cutler Investment Counsel LLC
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OR | 1,541.7 M |
|
YCG LLC
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|
TX | 1,541.5 M |
|
SBK Financial Inc
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|
VA | 1,538.4 M |
|
Strategic Wealth Group Registered Investment Advisor LLC
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|
MN | 1,537.2 M |
|
Tulsa Wealth Advisors Inc
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|
OK | 1,536.1 M |