SYM FINANCIAL ADVISORS - Financial Advisor in Indiana, Winona Lake

Tel: 800-888-7968 801 Park Ave Winona Lake, Indiana 46590

About SYM FINANCIAL ADVISORS

SYM FINANCIAL ADVISORS is a Winona Lake, Indiana based financial advisory firm with nearly $4,055,387,303 in assets under management and provides investment advisory services for 5346 clients. There are currently 75 financial advisors at the firm.

General Information

Firm CRD#:

107517

Firm SEC#:

801-23944

Assets Under Management:

$4,055,387,303

No. of Clients:

5346

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

Fee Structure:

A percentage of AUM, Fixed fees

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