Symmetric Advisors Inc.

Symmetric Advisors Inc. (CRD# 110105) is a financial advisory firm headquartered in Minnetonka, MN. They manage $22,350,338 in 212 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    22
    MILLION
  • Total Number of Accounts
    212
    ACCOUNTS
  • Average Account Value
    $105,426
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
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.

MN

Financial Advisors at Symmetric Advisors Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Clarence J. Potter
CRD#: 1304336
13911 Ridgedale Dr, Suite 250, Minnetonka, MN 55305
96
Wealthminder
score

Clarence Potter (CRD# 1304336) is an Investment Advisor Representative working at Symmetric Advisors Inc. in Minnetonka, MN and has over 34 years of experience in the finance industry. Clarence Potter has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
George E. Jacques
CRD#: 256722
13911 Ridgedale Dr, Suite 250, Minnetonka, MN 55305
83
Wealthminder
score

George Jacques (CRD# 256722) is an Investment Advisor Representative working at Symmetric Advisors Inc. in Minnetonka, MN and has over 36 years of experience in the finance industry.

3
David J. Thompson
CRD#: 1061065
13911 Ridgedale Dr, Suite 250, Minnetonka, MN 55305
83
Wealthminder
score

David Thompson (CRD# 1061065) is an Investment Advisor Representative working at Symmetric Advisors Inc. in Minnetonka, MN and has over 34 years of experience in the finance industry.

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