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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
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
Reviews for Sym Financial Advisors
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