Key facts
- SYM FINANCIAL ADVISORS is a other based in WINONA LAKE, IN.
- SYM FINANCIAL ADVISORS reports $10.0M in regulatory assets under management, per its SEC Form ADV (2026-03).
Registered with the SEC
Form ADV · 2026-03 · CRD 107517- Regulatory AUM
- $10.0M
- Private fund assets
- —
- Private funds
- —
- Staff
- 84
- Registered office
- WINONA LAKE, IN
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as SYM FINANCIAL CORPORATION).
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Portfolio
Portfolio — not yet on record
No portfolio companies for SYM FINANCIAL ADVISORS are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is SYM FINANCIAL ADVISORS's AUM?
- SYM FINANCIAL ADVISORS manages approximately $10.0M in assets.