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David John Thompson

SYMMETRIC ADVISORS INC·MINNETONKA, Minnesota
Clean recordSYMMETRIC ADVISORS INC
13911 RIDGEDALE DR, MINNETONKA, MN 55305CRD# 1061065Firm CRD# 110105

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David John Thompson · MINNETONKA, MN
Registration
CRD #1061065 · SYMMETRIC ADVISORS INC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

David John Thompson is a registered financial advisor based in MINNETONKA, Minnesota, affiliated with SYMMETRIC ADVISORS INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
SYMMETRIC ADVISORS INC
SYMMETRIC ADVISORS INC
AUM
$30M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at SYMMETRIC ADVISORS INC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1061065
Firm CRD# 110105
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David John Thompson offer?
David John Thompson specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in MINNETONKA, Minnesota for a consultation.
What are David John Thompson's credentials?
David John Thompson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David John Thompson located?
David John Thompson is based in MINNETONKA, Minnesota, working with SYMMETRIC ADVISORS INC. Their office serves clients in the MINNETONKA metropolitan area and surrounding communities.
How does David John Thompson charge for services?
David John Thompson's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SYMMETRIC ADVISORS INC?
SYMMETRIC ADVISORS INC has approximately 1 employees and manages $30M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SYMMETRIC ADVISORS INC

Clarence Joe Potter
MINNETONKA, MN
George Earl Jacques
MINNETONKA, MN

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Nearby cities in Minnesota
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Research
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