$188.0M Total AUM
$182.7M Disc. AUM
-- 3Y CAGR
3 Employees
90 ADV. Clients
16 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-21-2010
- Office Locations
- 1
Office Locations
-- Seattle WA
About Finsym Partners, LLC
Finsym Partners, LLC is a Seattle-based RIA. The firm has been operating for 16 years. Managing $188.0M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
57 AVG AGE
$62.7M AVG AUM / ADVISOR
$2.1M AVG AUM / CLIENT
9.4 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
16yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
B
Brent Hogan Davidson
Chief Compliance Officer, Partner
- CRD
- #6567928
- Ownership
- 25% but less than 50%
Available
Available
Available
R
ROBERT PAUL DAVIDSON JR
Founder, Managing Member, Owner, President
- CRD
- #2274035
- Ownership
- 25% but less than 50%
Available
Available
Available
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R
Robert Grey Davidson
--
- CRD
- #8090763
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $182,694,470 | $2,076,074 |
| Non-Discretionary | $5,292,566 | $2,646,283 |
| Total | $187,987,036 | $2,088,745 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Corporate - Investment Grade:
Available Other:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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