SYM Financial Advisors

Finance · Indiana, United States · 51-200 Employees

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Overview

Headquarters

801 Park Ave, Winona Lake, Indiana, 4659...

Phone Number

(574) 267-2300

Revenue

$21.4 Million

Industry

Finance Securities Trading

About SYM Financial Advisors

SYM Financial Advisors is an independent, commission-free Registered Investment Advisor that specializes in financial planning, investment management, and employer retirement plans. They serve a diverse clientele including pre-retirees, retirees, corporate executives, healthcare professionals, business owners, and nonprofits. With over 55 years of experience, SYM is committed to providing personalized service and optimizing clients' financial assets. The firm is employee-owned, ensuring that their advisors are invested in creating a remarkable client experience.Explore more
SYM Financial Advisors's Social MediaSIC Code 62,628NAICS Code 52,523Show more

SYM Financial Advisors Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

SYM Financial Advisors

$21.4M
51-200
Private
-
1968
$63.9M
51-200
Private
$151M
2011
Rob Mooney, Managing Partner & Chief Executive Officer at Snowden Lane Partners
Rob MooneyManaging Partner & CEO
$15.3M
51-200
Private
<$5M
1986
Michael Yoshikami, Chief Executive Officer & Founder at Destination Wealth Management
Michael YoshikamiCEO & Founder
$10.2M
51-200
Private
<$5M
1987
Grant Rawdin, Founder & Chief Executive Officer at Wescott Financial Advisory Group
Grant RawdinFounder & CEO
$10M
11-50
Private
-
1999
WL
Wes LongPresident
$7.1M
11-50
Private
<$5M
2001
Lori Payne, Chief Administrative Officer at McKinley Carter Wealth Services
Lori PayneChief Administrative Officer
$5.4M
11-50
Private
-
1909
KP
Kara PassPresident & CEO
Illustration of an envelope

SYM Financial Advisors Tech Stack

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Frequently Asked Questions Regarding SYM Financial Advisors

What is SYM Financial Advisors's official website?
SYM Financial Advisors's official website is www.sym.com
What is SYM Financial Advisors's Revenue?
SYM Financial Advisors's revenue is $21.4 Million
What is SYM Financial Advisors's SIC code?
SYM Financial Advisors's SIC: 62,628
What is SYM Financial Advisors's NAICS code?
SYM Financial Advisors's NAICS: 52,523
How many employees does SYM Financial Advisors have?
SYM Financial Advisors has 51-200 employees
What industry does SYM Financial Advisors belong to?
SYM Financial Advisors is in the industry of: Finance, Securities Trading
What is SYM Financial Advisors competition?
SYM Financial Advisors top competitors include: Wescott Financial Advisory Group, Snowden Lane Partners, Destination Wealth Management, Index Fund Advisors
What technology does SYM Financial Advisors use?
Some of the popular technologies that SYM Financial Advisors uses are: DocuSign, WooCommerce, WordPress.org, reCAPTCHA
How do I contact SYM Financial Advisors?
SYM Financial Advisors contact info: Phone number: (574) 267-2300 Website: www.sym.com
What does SYM Financial Advisors do?

SYM Financial Advisors is an independent, commission-free Registered Investment Advisor that specializes in financial planning, investment management, and employer retirement plans. They serve a diverse clientele including pre-retirees, retirees, corporate executives, healthcare professionals, business owners, and nonprofits. With over 55 years of... experience, SYM is committed to providing personalized service and optimizing clients' financial assets. The firm is employee-owned, ensuring that their advisors are invested in creating a remarkable client experience.Read More

What are SYM Financial Advisors social media links?
SYM Financial Advisors Linkedin page SYM Financial Advisors Twitter page
Is SYM Financial Advisors a public company?
SYM Financial Advisors is private company therefore does not currently have an official ticker symbol
See more information about SYM Financial Advisors

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