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FINSYM PARTNERS, LLC

CRD 153712 · SEC 801-122427

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WA, United States

Phone

206-276-1774

Fax

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$188.0M

Discretionary AUM

$182.7M

Team

3 total employees; 3 advisory reps

Clients

11-25

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-02-27

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals44$12.2M
High net worth individuals46$175.8M

States served

WA, TX

All web addresses on file

Official SEC filing: View on IAPD