Financial Symmetry Incorporated
● SEC registered since 2004CRD 118443SEC# 801-62698Raleigh, NC
Reg. AUM
$1.54B
Employees
35
Accounts
5,370
Location
Raleigh, NC
Financial Symmetry Incorporated assets under management
Financial Symmetry Incorporated is a registered investment adviser overseen by the SEC based in Raleigh, NC. The firm has been registered since 2004. It reports $1.5 billion in regulatory assets under management and employs 35 people.
Financial Symmetry Incorporated owners & executives
18 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Allison Marie Berger Control | Principal | 10-25% | 2008 |
| Angela Rose Keeley-White | Principal | Under 5% | 2023 |
| Cameron Hill Hendricks Control | Principal | 5-10% | 2016 |
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Join to unlock · $37/moFrequently asked questions
How much does Financial Symmetry Incorporated manage?
Financial Symmetry Incorporated reports $1.5 billion in regulatory assets under management on its Form ADV.
How many employees does Financial Symmetry Incorporated have?
Financial Symmetry Incorporated reports 35 employees.
Where is Financial Symmetry Incorporated located?
Financial Symmetry Incorporated is based in Raleigh, NC and has been SEC-registered since 2004.
Does Financial Symmetry Incorporated disclose fund performance?
Financial Symmetry Incorporated is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5438 Wade Park Blvd, Suite 310, Raleigh, NC 27607 |
| Phone | 919-851-8200 |
| Fax | 888-494-7878 |
| Office hours | 9:30 a.m. To 4:30 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.54B▲ 27%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 26%
Larger than 74% of 16,271 advisers
EmployeesTop 16%
More than 84% of 16,825 advisers
Assets under management
$1.54Bregulatory AUM
Discretionary $948.9MNon-discretionary $591.7M