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| SYM Financial Corporation
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| CRD # | 107517 |
| SEC # | 801-23944 |
| CIK # | 0000764739 |
| AUM | 5,813.2 M (2026-03-31) |
| Employees | 84 (58% Investors, 0% Brokers) |
| Phone | 800-888-7968 |
| Address | 801 Park Ave Winona Lake, IN 46590 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Dow Inc | 23.0 | ||
| Apple Inc | 13.2 | ||
| Nvidia Corp | 11.3 | ||
| Microsoft Corp | 7.9 | ||
| Lilly Eli & Co | 6.8 | ||
| Amazon Com Inc | 5.6 | ||
| Alphabet Inc | 5.2 | ||
| Broadcom Inc | 4.5 | ||
| Lakeland Financial Corp | 3.7 | ||
| Wal Mart Stores Inc | 3.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 953 | 0.4 |
| (b) Individuals (high net worth individuals) | 848 | 3.4 |
| (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 | 128 | 1.1 |
| (h) Charitable organizations | 10 | 0.8 |
| (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 | 20 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 6,673 | 5.8 |
| By Discretionary | ||
| Discretionary | 6,626 | 5.1 |
| Non-Discretionary | 47 | 0.7 |
| Total | 6,673 | 5.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 5.8 | |
| Total | 6,673 | 5.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000764739] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.9B |
| Clients | 32 (1 non-US) |
| Serves | Institutional, Retail, Research |
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