Symmetry Partners
Firm details
- Headquarters
- Glastonbury, Connecticut
- CRD number
- 120982
- Registered since
- July 26, 2002
- Website
- symmetrypartners.com
- Custodians
- CHARLES SCHWAB & CO., INC., AXOS CLEARING LLC, ALERUS FINANCIAL , N.A.
- Fee structure
- Percentage of AUM, Other
- Client types
- Investment Companies35.95%
- Individuals29.21%
- HNWI23.07%
- Pension & Profit Sharing Plans10.1%
- Corporations / Businesses1.3%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Symmetry Partners is a privately held limited liability company that has been registered with the SEC since 2002. The firm serves both high-net-worth individuals and institutional clients and operates as a capital allocator that also selects external advisers when appropriate. Its advisory services cover discretionary portfolio management for individuals, small businesses, investment companies and other institutions. Symmetry identifies as an active ESG investor and charges fees based on a percentage of assets under management along with other fee arrangements. The firm was named one of the "Top RIA Firms to Watch" by investor.com in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Public Funds/Mutual Funds51%
- Exchange Traded Equities43%
- Cash & Cash Equivalents4%
- Non-Exchange Traded Equities1%
- US Government Bonds1%
Owners & executives
3 of 4
Christopher Codeanne
Chief Operating OfficerCRD 7979648
David Connelly
CEOCRD 2269331
Daniel Zappone
Chief Compliance OfficerCRD 4470083
Contacts
3 of 18
Tyler Woodbrey
Investment RepresentativeCRD 7708705
Anthony Beaulieu
Business AnalystCRD 8213162
Marcia Pereira
Senior Regional DirectorCRD 5055435
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 110Active vs passive
$1.9B in ETFs
44%
$817M
53%
$1B
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $298M | 6,707,000 | 15.95% |
Location
Glastonbury, CT
Hartford
Location
Glastonbury, CT
Headquartered in Glastonbury, CT, anchoring the Hartford-East Hartford, CT metro in the Northeast.
- Metro area
- Hartford-East Hartford, CT
- Region
- Northeast
- County
- Hartford
- Address
- 151 National Dr
- Time zone
- ET (UTC-5)
- Office locations
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