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FINSYM PARTNERS, LLC
Investment Advice
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$158.9M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 154.3M |
| Non-Discretionary | 4.6M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 153712 |
| SEC Number | 801-122427 |
| Phone | 206-276-1774 |
| Total Employees | 2 |
Client Count by Type (85 Total)
| Category | Value |
|---|---|
| High Net Worth Individual… | 43 |
| Individuals (other than H… | 42 |
County data not available for this organization.