Symplectic Capital LLC
Firm details
- Headquarters
- ,
- CRD number
- 283186
- Website
- symplecticcapital.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI93.33%
- Individuals6.67%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Symplectic Capital LLC is a small, privately held RIA organized as an LLC that provides portfolio management to individuals and small businesses. Its client base is concentrated on individual and family relationships rather than institutional mandates. The firm charges both a percentage-of-assets fee and may assess performance-based fees. Symplectic Capital does not describe itself as an ESG-focused manager, is not designated as a multi-state adviser, and is not positioned as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities50%
- Cash & Cash Equivalents50%
Owners & executives
1 of 1
Brian Wiksell
Owner & CEOCRD 6662837
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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