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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-23-2002
- Office Locations
- 1
Office Locations
About Symmetry Capital Advisors LLC
Symmetry Partners supports RIAs and financial advisors with a TAMP-plus offering via the Axiom Wealth Platform, including evidence-based portfolio models and Panoramic Funds, factor-based PrecisionCore ETF models, and OCIO support. Its Panoramic Direct Investing platform delivers personalized, tax-aware and values-aligned portfolios for high-net-worth clients, complemented by Tax Alpha overlay/transition strategies and retirement plan services. Built by advisors for advisors.
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Owner & Executives
WALTER DAVID STALNAKER
Chief Compliance Officer, Chief Investment Officer, President
- CRD
- #4350757
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $492,672,576 | $1,114,644 |
| Total | $492,672,576 | $1,114,644 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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