Symmetric Advisors Inc
Firm details
- Headquarters
- Minnetonka, Minnesota
- CRD number
- 110105
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals55.6%
- HNWI44.4%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Symmetric Advisors Inc. is a small, privately held advisory corporation that serves individual and family clients. The firm bills on a percentage-of-AUM basis and lists portfolio management for individuals and small businesses as its primary advisory activity. It does not identify itself as an ESG-focused or multi-state adviser, and it does not present as a capital allocator or pension consultant.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Other98%
- Exchange Traded Equities2%
Owners & executives
1 of 1
David Thompson
CEO & Managing PartnerCRD 1061065
Contacts
2 of 2Clarence Potter
Investment AdvisorCRD 1304336
George Jacques
Managing PartnerCRD 256722
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Minnetonka, MN
Hennepin
Location
Minnetonka, MN
Headquartered in Minnetonka, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- Hennepin
- Address
- 13911 Ridgedale Dr
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
Lundeen Abrams Advisors, LLC
RIAMinnetonka, MN
Fidere Advisors
RIAMinnetonka, MN
Money Matters
RIAMinnetonka, MN
Wealth Planning Group LLC
RIAMinnetonka, MN
Adams-Hansen & Associates
RIAMinnetonka, MN
Regan Investments, Inc.
RIAMinnetonka, MN