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
Finsym Partners, LLC
By the Numbers
-
Total Assets Under Management136MILLION
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Total Number of Accounts83ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
WA
Financial Advisors at Finsym Partners, LLC
1
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 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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