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SYM FINANCIAL ADVISORS
SYM FINANCIAL CORPORATION
CRD 107517 · SEC 801-23944
801 PARK AVE, WINONA LAKE, IN, 46590, United States
Phone
800-888-7968
Fax
574-269-5905
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$5.81B
Discretionary AUM
$5.14B
Team
84 total employees; 49 advisory reps; 32 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 953 | $415.8M |
| High net worth individuals | 848 | $3.39B |
| Pension/profit sharing plans | 128 | $1.14B |
| Charitable organizations | 10 | $815.1M |
| Corporations/business entities | 20 | $56.0M |
States served
AL, AZ, CA, GA, IL, IN, KY, LA, MD, MI, MN, NJ, NY, NC, OH, OR, PA, SC, TN, VA, WI, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD