SYMBIOSIS CAPITAL PARTNERS, LLC

BENTONVILLE, Arkansas·1 registered advisor·CRD# 316599

SEC# 801-13072904793786655

01

Firm Overview

AUM

$279M

Regulatory assets under management

Employees

10

Total firm employees

Advisors

1

Registered representatives

02

Services & Fees

Advisory Services

Pension consulting

Compensation

Performance-based fees

Other: PRO RATA EXPENSE REIMBURSEMENT

03

Specialties

Retirement Planning

04

Advisors at SYMBIOSIS CAPITAL PARTNERS, LLC

1 registered advisor

Chidozie Kermichael Ugwumba

BENTONVILLE, Arkansas

05

Office Locations

BENTONVILLE, Arkansas

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Data sourced from SEC Form ADV filings. SYMBIOSIS CAPITAL PARTNERS, LLC (CRD# 316599) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.