Symmetry Partners

RIASEC Registered
Total AUM
$4.7B
Discretionary
$4.7B
100% of AUM
Avg account
$414K
Accounts
11,419
Employees
52
Advisory reps
24

Firm details

Headquarters
Glastonbury, Connecticut
CRD number
120982
Registered since
July 26, 2002
Website
symmetrypartners.com
Custodians
AXOS CLEARING LLC, CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Other
Client types
  • Investment Companies35.95%
  • Individuals29.21%
  • HNWI23.07%
  • Pension & Profit Sharing Plans10.1%
  • Corporations / Businesses1.3%
Services
Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Symmetry Partners is an SEC-registered investment adviser (registered in 2002) that manages portfolios for individuals, families and institutions. The firm operates as a capital allocator, offering discretionary portfolio management across retail and institutional mandates and also engages in selecting sub-advisers. Its fee arrangements include a percentage-of-AUM component alongside other fee structures. Symmetry reports being an active ESG investor, indicating ESG considerations are incorporated into its investment process. The firm was named one of the “Top RIA Firms to Watch” by investor.com in 2020.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 59%, Public Funds/Mutual Funds 32%, Cash & Cash Equivalents 4%, Non-Exchange Traded Equities 3%, US Government Bonds 1%, Private Funds 1%59%
  • Exchange Traded Equities59%
  • Public Funds/Mutual Funds32%
  • Cash & Cash Equivalents4%
  • Non-Exchange Traded Equities3%
  • US Government Bonds1%

Owners & executives

3 of 4
  • Paul Bandurski

    Paul Bandurski

    Founder & CEOCRD 4192035

  • David Connelly

    David Connelly

    CEOCRD 2269331

  • Daniel Zappone

    Chief Compliance OfficerCRD 4470083

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Contacts

3 of 20
  • Geoffrey Johnson

    Geoffrey Johnson

    Regional DirectorCRD 4410909

  • Christopher Cymbala

    Financial AdvisorCRD 4415494

  • Mark Nelson

    Investment AdvisorCRD 4438473

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 109

Active vs passive

$1.9B in ETFs

Passive

44%

$817M

Active

53%

$1B

ETFProviderStyleCategoryValueShares% of portfolio
DIMENSIONAL US CORE EQUITY 2 ETF (DFAC)DimensionalActiveLarge Blend$298M6,707,00015.95%
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Location

Primary office

Glastonbury, CT

Hartford

Location

Glastonbury, CT

Headquartered in Glastonbury, CT, anchoring the Hartford-East Hartford, CT metro in the Northeast.

Metro area
Hartford-East Hartford, CT
Region
Northeast
County
Hartford
Address
151 National Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth