|
⚲
|
| Symmetry Partners LLC
✚
|
|
|---|---|
| CRD # | 120982 |
| SEC # | 801-61342 |
| CIK # | 0001697493 |
| AUM | $5.7 B (2025-06-11) |
| Employees | 53 (6% Investors, 11% Brokers) |
| Phone | 860-734-2000 |
| Address | 151 National Drive Glastonbury, CT 06033 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 23.4 | ||
| Microsoft Corp | 7.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 9,060 | 1.6 |
| (b) Individuals (high net worth individuals) | 858 | 1.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 1.6 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 407 | 0.8 |
| (h) Charitable organizations | 34 | 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 | 91 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 13,224 | 5.7 |
| By Discretionary | ||
| Discretionary | 13,224 | 5.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 13,224 | 5.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 5.7 | |
| Total | 13,224 | 5.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001697493] |
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|---|---|---|
|
Badgley Phelps Wealth Managers LLC
✚
|
WA | 5.9 |
|
East End Advisors LLC
✚
|
NY | 5.9 |
|
Douglass Winthrop Advisors LLC
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|
NY | 5.8 |
|
Dana Investment Advisors Inc
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|
WI | 5.8 |
|
T Rowe Price Canada Inc
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|
MD | 5.7 |
|
Bordeaux Wealth Advisors LLC
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|
CA | 5.6 |
|
Mariner Platform Solutions LLC
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|
KS | 5.6 |
|
Grimes & Company Wealth Management LLC
✚
|
MA | 5.6 |
|
Kovack Advisors Inc
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|
FL | 5.5 |
|
Greycourt & Co Inc
✚
|
PA | 5.5 |