SYM FINANCIAL CORPORATION
Doing business as SYM FINANCIAL ADVISORS. SEC Form ADV profile.
Total regulatory AUM
$5,813,231,190
Discretionary
$5,138,201,003
Non-discretionary
$675,030,187
Firm details
- CRD number
- 107517
- SEC file number
- 801-23944
- Main office
- WINONA LAKE, IN, United States
- Employees
- 84
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.