Company Overview
- Headquarters
- 801 Park Ave., Winona Lake IN
- Website
- sym.com
- Phone
- (574) 267-2300
- Employees
- 104
- Founded it
- 1968
- Industry
- Financial Services
- NAICS Code
-
NAICS Code 523 CompaniesNAICS Code 52393 CompaniesNAICS Code 52 CompaniesNAICS Code 5239 Companies
- SIC Code
-
SIC Code 62 CompaniesSIC Code 628 Companies
Financials & Stats
Revenue
$21B
Who is SYM Financial Advisors
SYM Financial Advisors is a fee-only, employee-owned financial advisory firm based in Winona Lake, Indiana. The company employs 104 people and generates $21.4 million in annual revenue. SYM Financial Advisors specializes in providing portfolio management and wealth management services to individuals and families. They also offer retirement plan design and implementation services for small to mid-size businesses. The firm distinguishes itself through its client-centric philosophy, emphasizing personalized attention and deep understanding of each client's goals. As fiduciaries, SYM Financial Advisors operates exclusively in the best interests of its clients. Clients can contact SYM Financial Advisors through their website, sym.com.
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| Company Name | Revenue | Number of Employees | Location | Founded in |
|---|---|---|---|---|
| 21M | 70 | Iselin, NJ | 2020 | |
| 21M | 49 | Columbus, OH | 2009 | |
| 21M | 59 | Nashville, TN | 1981 | |
| 21M | 48 | Charlotte, NC | 1999 | |
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