$20MM AUM | $250,000 GDC in Minnetonka, MN

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
Listing Age
210 days old
General
Location
Minnetonka, MN, US
Listing Type
Merge
Fee 0% Commission 100%
AUM
$20,000,000.00
Gross Revenue
$250,000.00
# of Accounts
120
Avg Client Age
55
Overview

We "manage" mutual funds. Our proprietary Prism Grid strategy allows for managing equity, bond or balance style portfolios. Additionally, we allow clients to have individually managed accounts. All account assets are held at Fidelity Investments. Symmetric Advisors is an Independent RIA established in 2002 as the successor to Symmetric Investment, an Broker Dealer est. 1991. There are two Managing Partners and another RIA located in Portland, OR.

We are looking to grow our assets through merger with locally owned RIA's who have assets in the $10-20million area.

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