| Name | Title | Ownership | Since |
|---|---|---|---|
| Allison Marie Berger Control | Principal | 10-25% | 2008 |
| Angela Rose Keeley-White | Principal | Under 5% | 2023 |
| Cameron Hill Hendricks Control | Principal | 5-10% | 2016 |
Financial Symmetry Incorporated reports $1.2 billion in regulatory assets under management on its Form ADV.
Financial Symmetry Incorporated reports 33 employees.
Financial Symmetry Incorporated is based in Raleigh, NC and has been SEC-registered since 2004.
Financial Symmetry Incorporated is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 5438 Wade Park Blvd, Suite 310, Raleigh, NC 27607 |
| Phone | 919-851-8200 |
| Fax | 888-494-7878 |
| Office hours | 9:30 a.m. To 4:30 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
| Discretionary | $706.6M |
| Non-discretionary | $504M |
| Total (RAUM) | $1.21B |