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| Happy Holidays!! thanks for using AUM13F!! |
| SYM Financial Corporation
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| CRD # | 107517 |
| SEC # | 801-23944 |
| CIK # | 0000764739 |
| AUM | $4.9 B (2025-07-31) |
| Employees | 74 (55% Investors, 0% Brokers) |
| Phone | 800-888-7968 |
| Address | 801 Park Ave Winona Lake, IN 46590 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0000764739 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Dow Inc | 14.5 | ||
| Nvidia Corp | 13.4 | ||
| Microsoft Corp | 11.4 | ||
| Apple Inc | 11.0 | ||
| Amazon Com Inc | 6.8 | ||
| Facebook Inc | 5.5 | ||
| Lilly Eli & Co | 4.8 | ||
| Broadcom Inc | 4.6 | ||
| J P Morgan Chase & Co | 2.9 | ||
| Mastercard Inc | 2.6 | ||
| Wal Mart Stores Inc | 2.6 | ||
| Costco Wholesale Corp /NEW | 1.9 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 920 | 0.4 |
| (b) Individuals (high net worth individuals) | 728 | 2.7 |
| (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 | 126 | 1.0 |
| (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 | 17 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 5,993 | 4.9 |
| By Discretionary | ||
| Discretionary | 5,946 | 4.2 |
| Non-Discretionary | 47 | 0.6 |
| Total | 5,993 | 4.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.9 | |
| Total | 5,993 | 4.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000764739] |
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|---|---|---|
|
Todd Asset Management LLC
✚
|
KY | 5.1 |
|
Procourse Fiduciary Advisors LLC
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IN | 5.1 |
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SVB Wealth LLC
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MA | 5.0 |
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Richard Bernstein Advisors LLC
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RFG Advisory LLC
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AL | 4.9 |
|
Pension Consultants Inc
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MO | 4.9 |
|
Stratos Wealth Advisors LLC
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|
OH | 4.9 |
|
Creativeone Wealth LLC
✚
|
KS | 4.8 |
|
Stacey Braun Associates Inc
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|
NY | 4.8 |
|
Alesco Advisors LLC
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|
NY | 4.8 |