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SYMMETRIC ADVISORS INC
SYMMETRIC ADVISORS INC
MINNETONKA, Minnesota
·
3 registered advisors
·
CRD# 110105
SEC# 801-57947
952-541-1605
01
Firm Overview
AUM
$30M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Retirement Planning
04
Advisors at SYMMETRIC ADVISORS INC
3 registered advisors
Clarence Joe Potter
MINNETONKA, Minnesota
CRD# 1304336
David John Thompson
MINNETONKA, Minnesota
CRD# 1061065
George Earl Jacques
MINNETONKA, Minnesota
CRD# 256722
05
Office Locations
MINNETONKA, Minnesota
3 advisors
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Data sourced from SEC Form ADV filings. SYMMETRIC ADVISORS INC (CRD# 110105) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.