| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew Lee Popenfoose Control | Chief Investment Officer | 5-10% | 2016 |
| Crystal Lynn Allen | Chief Compliance Officer | Under 5% | 2009 |
| Jerald William Yeager Control | Chief Executive Officer | 10-25% | 2003 |
Sym Financial Corporation reports $4.9 billion in regulatory assets under management on its Form ADV.
Sym Financial Corporation reports 74 employees.
Sym Financial Corporation is based in Winona Lake, IN and has been SEC-registered since 1985.
Sym Financial Corporation is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 801 Park Ave, Winona Lake, IN 46590 |
| Phone | 800-888-7968 |
| Fax | 574-269-5905 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 764739 |
| Discloses disciplinary history | No |
| Discretionary | $4.24B |
| Non-discretionary | $642.5M |
| Total (RAUM) | $4.88B |