|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Finsym Partners LLC
✚
|
|
|---|---|
| CRD # | 153712 |
| SEC # | 801-122427 |
| CIK # | |
| AUM | $158.9 M (2025-06-17) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 206-276-1774 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 42 | 9.3 |
| (b) Individuals (high net worth individuals) | 43 | 149.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 85 | 158.9 |
| By Discretionary | ||
| Discretionary | 83 | 154.3 |
| Non-Discretionary | 2 | 4.6 |
| Total | 85 | 158.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 158.8 | |
| Total | 85 | 158.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
ELM3 Financial Group LLC
✚
|
GA | 0.2 |
|
Fairscale Capital LLC
✚
|
NH | 0.2 |
|
Kopion Asset Management LLC
✚
|
TX | 0.2 |
|
CFS Wealth Management LLC
✚
|
GA | 0.2 |
|
Gouws Capital LLC
✚
|
NC | 0.2 |
|
Robinhood Asset Management LLC
✚
|
CA | 0.2 |
|
O'Connor Wealth Management Inc
✚
|
CA | 0.2 |
|
Knickerbocker Advisors Inc
✚
|
0.2 | |
|
L & W Financial LLC
✚
|
TX | 0.2 |
|
John Boyer Inc
✚
|
FL | 0.2 |