Symmetric Advisors Inc (Minnetonka)

Name: Symmetric Advisors Inc
Address: 13911 Ridgedale Dr, Minnetonka, MN, 55305
Telephone: 952-541-1605

Symmetric Advisors Inc is an adviser based in Minnetonka. It manages $29.84 million of regulatory assets for 288 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Minnesota.

Symmetric Advisors provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Symmetric Advisors: assets under management

The assets under management (AUM) of Symmetric Advisors Inc is $29.84 million. The firm's AUM has gone down by -42% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $29.79 million in discretionary accounts and $49.31 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $104.53 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $16.44 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Symmetric Advisors Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Symmetric Advisors Inc

Clarence Joe Potter joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Inc. Symmetric Investments	Owner	1 Apr 2000	75% - 100%	31195
Inc. Island Investment Services	Owner	1 Sep 2001	75% - 100%	41-1971107
David John Thompson	Chief executive officer	1 Sep 2001	Other	1061065
George Earl Jacques	Managing partner	1 Sep 2001	Other	256722
Clarence Joe Potter	Chief compliance officer	1 Oct 2004	Other	1304336

Based in Minnetonka

The principal office where Symmetric Advisors Inc performs its advisory services is located at 13911 Ridgedale Dr, Minnetonka, MN 55305, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 952-541-1605 or by fax 952-417-4101. The normal business hours are 8:00 a.m.-3:00 p.m. on Monday - Friday. You can find more information about the New York firm at symmetricadvisors.com.