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SYMMETRY PARTNERS
SYMMETRY PARTNERS, LLC.
CRD 120982 · SEC 801-61342
151 NATIONAL DRIVE, GLASTONBURY, CT, 06033, United States
Phone
860-734-2000
Fax
860-734-2030
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$4.73B
Discretionary AUM
$4.73B
Team
52 total employees; 5 advisory reps
Clients
1-10
Fees
Percentage of AUM; FEE PAID FOR SUB-ADVISOR SERVICES PROVIDED TO RIA
Org form
Limited Liability Company
Filing date
2026-02-27
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (institutions)Selection of other advisersSUB-ADVISOR, PLATFORM SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 7801 | $1.38B |
| High net worth individuals | 675 | $1.09B |
| Investment companies | 1 | $1.70B |
| Pension/profit sharing plans | 319 | $477.7M |
| Charitable organizations | 37 | $17.3M |
| Corporations/business entities | 76 | $61.3M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
- HTTP://SYMMETRYPARTNERS.COM
- https://www.youtube.com/user/BroadcastSymmetry
- HTTPS://WWW.PANORAMICFUNDS.COM/
- https://www.linkedin.com/company/symmetry-partners/
- https://www.instagram.com/symmetrypartners
- HTTPS://WWW.FACEBOOK.COM/SYMMETRY-PARTNERS-LLC-263008910393693/
- https://panoramicinvesting.com/
- HTTPS://WWW.SYMMETRYRIA.COM
- https://cairnwealthadvisor.com/
- http://www.eventumwealth.com
- HTTPS://TWITTER.COM/SYMMPARTNERS
Official SEC filing: View on IAPD