Symmetric Advisors Inc is an adviser based in Minnetonka. It manages $29.84 million of regulatory assets for 288 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Minnesota.
Symmetric Advisors provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Symmetric Advisors Inc is $29.84 million. The firm's AUM has gone down by -42% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Symmetric Advisors Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Clarence Joe Potter joined the executive team most recently as the Chief Compliance Officer.
The principal office where Symmetric Advisors Inc performs its advisory services is located at 13911 Ridgedale Dr, Minnetonka, MN 55305, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 952-541-1605 or by fax 952-417-4101. The normal business hours are 8:00 a.m.-3:00 p.m. on Monday - Friday. You can find more information about the New York firm at symmetricadvisors.com.