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Sym Financial Advisors CRD 107517
$5.81B regulatory AUM 32 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
801 Park Ave, Winona Lake, IN 46590 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2021-03-26 |
Branch Locations
7030 Pointe Inverness Way Suite 100, Fort Wayne, IN 46804 • United States
801 Park Ave, Winona Lake, IN 46590 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sym Financial Advisors | Fort Wayne | IN | 06/2017 | Present |
| Profed Credit Union | Fort Wayne | IN | 05/2015 | 05/2017 |
Business: Northeast Indiana Public Radio - Investment-related: Yes - Business Address: PO Box 8459, Fort Wayne, IN 46898 - Nature of Business: Charitable - Position: Treasurer - Start Date: 01/01/2023 - Hours/Month: 5 hours/month - Hours/Month During Securities Trading Hours: 0 hours/month - Duties: Advise on corporation's financial condition
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