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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Symmetry Capital Advisors LLC
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|---|---|
| CRD # | 122563 |
| SEC # | 801-61422 |
| CIK # | |
| AUM | $435.1 M (2025-03-22) |
| Employees | 5 (20% Investors, 0% Brokers) |
| Phone | 214-696-4444 |
| Address | 10000 N Central Expressway Dallas, TX 75231-4177 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2 | 1.0 |
| (b) Individuals (high net worth individuals) | 65 | 410.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 14.6 |
| (h) Charitable organizations | 1 | 1.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 8.2 |
| (n) Other | 0 | 0.0 |
| Total | 445 | 435.1 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 445 | 435.1 |
| Total | 445 | 435.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 435.1 | |
| Total | 445 | 435.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Abound Financial LLC
✚
|
CA | 0.4 |
|
Byrne Financial Freedom LLC
✚
|
MA | 0.4 |
|
COWA LLC
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OK | 0.4 |
|
Matheson & Rock Wealth Management LLC
✚
|
IA | 0.4 |
|
Monarch Wealth Strategies
✚
|
CA | 0.4 |
|
Grunden Financial Advisory Inc
✚
|
TX | 0.4 |
|
Weaver Capital Management LLC
✚
|
GA | 0.4 |
|
Absolute Capital Management LLC
✚
|
PA | 0.4 |
|
Kahn Brothers Advisors LLC
✚
|
NY | 0.4 |
|
ACT Advisors LLC
✚
|
NC | 0.4 |