Unclaimed Profile

George Stephen Wolfson

SYM FINANCIAL CORPORATION·WINONA LAKE, Indiana

Clean recordSYM FINANCIAL CORPORATION

801 PARK AVE, WINONA LAKE, IN 46590CRD# 716821Firm CRD# 107517

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

George Stephen Wolfson · WINONA LAKE, IN

Registration

CRD #716821 · SYM FINANCIAL CORPORATION

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

George Stephen Wolfson is a registered financial advisor based in WINONA LAKE, Indiana, affiliated with SYM FINANCIAL CORPORATION. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

SYM FINANCIAL CORPORATION

SYM FINANCIAL ADVISORS

AUM

$4.1B

Regulatory assets under management

Employees

Total firm employees

View all advisors at SYM FINANCIAL CORPORATION →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 716821

Firm CRD# 107517

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does George Stephen Wolfson offer?

George Stephen Wolfson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WINONA LAKE, Indiana for a consultation.

What are George Stephen Wolfson's credentials?

George Stephen Wolfson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is George Stephen Wolfson located?

George Stephen Wolfson is based in WINONA LAKE, Indiana, working with SYM FINANCIAL CORPORATION. Their office serves clients in the WINONA LAKE metropolitan area and surrounding communities.

How does George Stephen Wolfson charge for services?

George Stephen Wolfson's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SYM FINANCIAL CORPORATION?

SYM FINANCIAL CORPORATION has approximately 75 employees and manages $4.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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