Large Firm

SYMMETRY CAPITAL ADVISORS LLC

10000 N. Central Expressway, Dallas TX 75231-4177

(214) 696-4444

N/A

Firm Details

The basic information about the firm.

Assets Under Management (AUM) This is the total number of dollars the firm holds in client assets: $400,681,324.00
Number of Accounts This is the total number of open accounts the firm has under management.: 430
Number of Employees This is the total number of employees that work at the firm.: 4
Investment Employees Investment employees includes any individual that is employed by the firm that may directly make financial decisions on behalf of the client: 1
Custody of Assets Investment employees includes any individual that is employed by the firm that may directly make financial decisions on behalf of the client: True

Information about the services offered and fee structure.

Services: Portfolio ManagementBusiness Investment ManagementSelection of Other Advisors
Fee Structure: Percentage of Assets Under Management
Activities

Information about the firm's clients.

High Net Worth Clients A client that has either: greater than $750,000 in investable assets or a $1,500,000 net worth: 67
High Net Worth AUM This is the total number of assets under management for all clients the firm identifies as high net worth: $377,423,273.00
Pension Profit Sharing Clients Clients of the firm that participate in a profit sharing plan which the firm performs financial services: 2
Charitable Organization Clients Number of clients the firm identifies as Charitable Organizations: 2
Charitable Organization AUM Total number of assets under management for clients the form identifies as a “charitable organization”: $1,089,312.00
Corporate Clients Corporate clients are any companies that enlist the investment adviser for wealth management services: 3
Corporate AUM Total number of assets under management for clients the form identifies as “corporate”: $7,380,469.00
None US Client Percentage This is the total number of open accounts the firm has under management.: 0%