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SYMMETRY INVESTMENTS US LLC

NEW YORK, NY · CRD 317755 · IAPD ↗ · symmetryinvestments.com · 212-381-4000

$16.83BRegulatory AUM
9Advisory reps
10Employees
0Clients
n/aPlanning clients
0Private funds
0States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

61
April 2026 — SYMMETRY INVESTMENTS US LLC reported RAUM up 57% ($10.73B -> $16.83B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
65
April 2026 — SYMMETRY INVESTMENTS US LLC grew from 4 to 9 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
62
April 2024 — SYMMETRY INVESTMENTS US LLC grew from 2 to 4 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.