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SYMETRA INVESTMENT MANAGEMENT COMPANY

FARMINGTON, CT · CRD 312176 · IAPD ↗ · symetra.com · 860-370-7812

$88.78BRegulatory AUM
61Advisory reps
101Employees
0Clients
n/aPlanning clients
1Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

60
May 2026 — SYMETRA INVESTMENT MANAGEMENT COMPANY now reports 1 private fund(s) ($411.4M gross).
Firm reports private funds for the first time.
Fund administrationCompliance
70
April 2026 — SYMETRA INVESTMENT MANAGEMENT COMPANY grew from 51 to 61 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
68
April 2024 — SYMETRA INVESTMENT MANAGEMENT COMPANY grew from 40 to 48 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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