Company Overview
- Headquarters
- 801 Park Ave., Winona Lake IN
- Website
- sym.com
- Phone
- (574) 267-****
- Employees
- 104
- Founded in
- 1968
- Industry
- Financial Services
- NAICS Codes
-
52 - Finance and Insurance523 - Securities, Commodity Contracts, and Other Financial Investments and Related Activities5239 - Other Financial Investment Activities
- SIC Codes
-
62 - Security and Commodity Brokers, Dealers, Exchanges, and Services628 - Services Allied With The Exchange of Securities Or Commodities
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.