S
$22.7M Total AUM
$22.7M Disc. AUM
-- 3Y CAGR
3 Employees
81 ADV. Clients
14 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS · Prudential · Vanguard
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-20-2012
- Office Locations
- 1
Office Locations
13911 Ridgedale DR Suite 250 Minnetonka MN
About Symmetric Advisors INC
Symmetric Advisors INC is a Minnetonka-based RIA. The firm has been operating for 14 years. Managing $22.7M in total assets under management, with 3 advisory representatives. They custody assets with Fidelity/NFS and Prudential.
Team overview
-- AVG AGE
$7.6M AVG AUM / ADVISOR
$279.7K AVG AUM / CLIENT
12.5 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
14yrs Firm Age
Insights
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
G
GEORGE EARL JACQUES
Advisor, Co-Owner
- CRD
- #256722
- Ownership
- 50% but less than 75%
Available
Available
Available
DAVID JOHN THOMPSON
Chief Executive Officer, Co-Owner, Managing Partner
- CRD
- #1061065
- Ownership
- 50% but less than 75%
Available
Available
Available
Showing 2 of 2 owners & executives
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C
CLARENCE JOE POTTER JR
Investment Advisor
- CRD
- #1304336
Available
Available
Available
Showing 1 of 3 contacts
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $22,653,000 | $104,531 |
| Non-Discretionary | $0 | $16,435 |
| Total | $22,653,000 | $103,613 |
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Separately Managed Accounts
Total SMA Asset: Available
Other:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Other | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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