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SYMMETRY PARTNERS

GLASTONBURY, CT · CRD 120982 · IAPD ↗ · symmetrypartners.com · 860-734-2000

$4.73BRegulatory AUM
5Advisory reps
52Employees
0Clients
1-10Planning clients
0Private funds
52States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
March 2026 — SYMMETRY PARTNERS notice-filed in WY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
72
March 2026 — SYMMETRY PARTNERS grew from 3 to 5 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
April 2025 — SYMMETRY PARTNERS shrank from 5 to 3 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
55
April 2025 — SYMMETRY PARTNERS added office(s): 1 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.