Sym Financial Corporation
● SEC registered since 1985CRD 107517SEC# 801-23944Winona Lake, IN
Reg. AUM
$5.81B
Employees
84
Accounts
6,673
Location
Winona Lake, IN
Sym Financial Corporation assets under management
Sym Financial Corporation is an investment advisory firm registered with the SEC based in Winona Lake, IN. The firm has been registered since 1985. It reports $5.8 billion in regulatory assets under management and employs 84 people.
Sym Financial Corporation owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew Lee Popenfoose Control | Chief Investment Officer | 5-10% | 2016 |
| Crystal Lynn Allen | Chief Compliance Officer | Under 5% | 2009 |
| Jerald William Yeager Control | Chief Executive Officer | 5-10% | 2003 |
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Join to unlock · $37/moFrequently asked questions
How much does Sym Financial Corporation manage?
Sym Financial Corporation reports $5.8 billion in regulatory assets under management on its Form ADV.
How many employees does Sym Financial Corporation have?
Sym Financial Corporation reports 84 employees.
Where is Sym Financial Corporation located?
Sym Financial Corporation is based in Winona Lake, IN and has been SEC-registered since 1985.
Does Sym Financial Corporation disclose fund performance?
Sym Financial Corporation is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 801 Park Ave, Winona Lake, IN 46590 |
| Phone | 800-888-7968 |
| Fax | 574-269-5905 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 764739 |
| Discloses disciplinary history | No |
Regulatory AUM
$5.81B▲ 19%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 12%
Larger than 88% of 16,271 advisers
EmployeesTop 8%
More than 92% of 16,825 advisers
Assets under management
$5.81Bregulatory AUM
Discretionary $5.14BNon-discretionary $675M