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FINSYM PARTNERS, LLC

SEC Form ADV profile.

Total regulatory AUM
$187,987,036
Discretionary
$182,694,470
Non-discretionary
$5,292,566

Firm details

CRD number
153712
SEC file number
801-122427
Employees
3
SEC status
Approved
Fee structure
Percentage of AUM Fixed fees

As of November 2026.