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- Custodian
- Axos · Charles Schwab & Company · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-25-1994
- Office Locations
- 11
Office Locations
About Symmetry Partners
Symmetry Partners is a tech-driven TAMP and business solutions provider built by advisors for advisors, supporting RIAs and financial advisors with the Axiom Wealth Platform. Offerings include evidence-based portfolio models and funds, factor-based ETF models (PrecisionCore), OCIO, and retirement plan services. For high-net-worth clients, Panoramic direct investing and the Tax Alpha Program enable personalized, tax-managed portfolios and transition/overlay strategies.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
CRM
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Christopher Codeanne
Chief Financial Officer, CHIEF OPERATING OFFICER
- CRD
- #7979648
- Ownership
- Less than 5%
DAVID EDWARD CONNELLY JR
Chief Executive Officer, Manager
- CRD
- #2269331
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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Brock Adams
--
- CRD
- #6488540
PAUL MICHAEL BANDURSKI
--
- CRD
- #4192035
Showing 2 of 21 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,730,645,660 | $414,278 |
| Non-Discretionary | $0 | -- |
| Total | $4,730,645,660 | $414,278 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Private Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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