Finsym Partners, LLC

Finsym Partners, LLC (CRD# 153712) is a financial advisory firm headquartered in , . They manage $136,151,582 in 83 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    136
    MILLION
  • Total Number of Accounts
    83
    ACCOUNTS
  • Average Account Value
    $1,640,381
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

WA

Financial Advisors at Finsym Partners, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Brent H. Davidson
CRD#: 6567928
Seattle, WA

Brent Davidson (CRD# 6567928) is an Investment Advisor Representative working at Finsym Partners, LLC in Seattle, WA and has over 8 years of experience in the finance industry.

2
Robert P. Davidson
CRD#: 2274035
Seattle, WA

Robert Davidson (CRD# 2274035) is an Investment Advisor Representative working at Finsym Partners, LLC in Seattle, WA and has over 26 years of experience in the finance industry.

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