|
⚲
|
| Symmetry Partners LLC
✚
|
|
|---|---|
| CRD # | 120982 |
| SEC # | 801-61342 |
| CIK # | 0001697493 |
| AUM | $4.7 B (2026-02-27) |
| Employees | 52 (10% Investors, 13% Brokers) |
| Phone | 860-734-2000 |
| Address | 151 National Drive Glastonbury, CT 06033 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001697493 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 26.2 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 7,801 | 1.4 |
| (b) Individuals (high net worth individuals) | 675 | 1.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 1.7 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 319 | 0.5 |
| (h) Charitable organizations | 37 | 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 | 76 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 11,419 | 4.7 |
| By Discretionary | ||
| Discretionary | 11,419 | 4.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 11,419 | 4.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.7 | |
| Total | 11,419 | 4.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001697493] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Cardinal Point Capital Management ULC
✚
|
4.8 | |
|
Sowell Financial Services LLC
✚
|
AR | 4.8 |
|
Cidel Asset Management Inc
✚
|
4.8 | |
|
Brownson Rehmus & Foxworth Inc
✚
|
IL | 4.8 |
|
Highpoint Advisor Group LLC
✚
|
IL | 4.8 |
|
Foster Group Inc
✚
|
IA | 4.8 |
|
Nations Financial Group Inc
✚
|
IA | 4.8 |
|
BC Advisors LLC
✚
|
NJ | 4.7 |
|
JFS Wealth Advisors LLC
✚
|
PA | 4.7 |
|
Bragg Financial Advisors Inc
✚
|
NC | 4.7 |