Assets Under Management
$5.7B
Number of Clients
10,451
Number of Advisors
18
Average Client AUM
$547K
AUM per Advisor
$317.7M
Compensation
Fee-Only (AUM)
Symmetry Partners offers investment advisory services through model portfolios, SMAs, and sub-advisory roles. They utilize Modern Portfolio Theory and quantitative analysis. Services are offered through BD/RIAs and directly to clients, including financial planning for direct clients.
151 National Drive, Glastonbury, CT, 06033