SYM FINANCIAL ADVISORS
Winona Lake, Indiana
SYM Financial Advisors, based out of Winona Lake, IN, is a reputable regional investment advisory firm that operates through its five strategically located offices. With a total of 67 employees, 40 of whom specialize in providing comprehensive investment advisory services, SYM Financial Advisors demonstrates a strong commitment to assisting clients in achieving their financial goals.
Drawing on their extensive experience and expertise, SYM Financial Advisors manages an impressive average of approximately $83,260,000 in assets under management per investment advisor, aligning with the industry average. Their compensation structure...
See more
Loading...
Assets Under Mgmt
$3.33B
Investment Professionals
40
Locations
4
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pension consulting services
Selection of other advisers
Educational seminars/workshops
Articles
Articles
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.