Finsym Partners, LLC

Finsym Partners, LLC (CRD# 153712) is a financial advisory firm headquartered in Seattle, WA. They manage $42,084,621 in 35 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    42
    MILLION
  • Total Number of Accounts
    35
    ACCOUNTS
  • Average Account Value
    $1,202,418
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. 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
Robert P. Davidson
CRD#: 2274035
Seattle, WA
93
Wealthminder
score

Robert Davidson (CRD# 2274035) is an Investment Advisor Representative working at Finsym Partners, LLC in Seattle, WA and has over 18 years of experience in the finance industry.

2
Brent H. Davidson
CRD#: 6567928
Seattle, WA
87
Wealthminder
score

Brent Davidson (CRD# 6567928) is an Investment Advisor Representative working at Finsym Partners, LLC in Seattle, WA and has 1 year of experience in the finance industry.

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