Sym Financial Advisors
Sym Financial Advisors (CRD# 107517) is a financial advisory firm headquartered in Winona Lake, IN. They manage $4,055,387,303 in 5,346 accounts and serve the financial needs of clients across 23 states (or territories).
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Total Assets Under Management4,055MILLION
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Total Number of Accounts5,346ACCOUNTS
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Average Account Value$758,583
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AZ, CA, FL, GA, IL, IN, KY, LA, MD, MI, MN, NC, NJ, NY, OH, OR, PA, SC, TN, TX, VA, WA
Rodney Coleman (CRD# 4567937) is an Investment Advisor Representative working at Sym Financial Advisors in Midland, MI and has 1 year of experience in the finance industry.
Sarah Delahanty (CRD# 6329264) is an Investment Advisor Representative working at Sym Financial Advisors in Winona Lake, IN and has 1 year of experience in the finance industry.
Dennis Dornbier (CRD# 6708854) is an Investment Advisor Representative working at Sym Financial Advisors in Winona Lake, IN and has 1 year of experience in the finance industry.
Bradley Duling (CRD# 5774144) is an Investment Advisor Representative working at Sym Financial Advisors in Winona Lake, IN and has 1 year of experience in the finance industry.
Nicholas Gray (CRD# 2674214) is an Investment Advisor Representative working at Sym Financial Advisors in Winona Lake, IN and has over 28 years of experience in the finance industry.
Richard Harrison (CRD# 4360187) is an Investment Advisor Representative working at Sym Financial Advisors in Winona Lake, IN and has over 18 years of experience in the finance industry.
Michelle Hipskind (CRD# 2459994) is an Investment Advisor Representative working at Sym Financial Advisors in Winona Lake, IN and has over 29 years of experience in the finance industry.
Jonathan Hueftle (CRD# 4272985) is an Investment Advisor Representative working at Sym Financial Advisors in Indianapolis, IN and has over 23 years of experience in the finance industry.
Andrew Popenfoose (CRD# 6772878) is an Investment Advisor Representative working at Sym Financial Advisors in Fort Wayne, IN and has 1 year of experience in the finance industry.
Jonathan Slocum (CRD# 6384240) is an Investment Advisor Representative working at Sym Financial Advisors in Mishawaka, IN and has 1 year of experience in the finance industry.