FINANCIAL SYMMETRY INCORPORATED
Legal name: FINANCIAL SYMMETRY INC.
CRD #118443 SEC #801-62698 RALEIGH, NC 919-851-8200
SEC Registered
Total AUM
$1.2B
Discretionary
$706.6M
Employees
33
Clients
--
Accounts
5,000
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1.2B | $706.6M | $504M | 33 | 0 |
| Nov 2024 | $1B | $562.5M | $441.9M | 29 | 0 |
| Mar 2024 | $1B | $562.5M | $441.9M | 29 | 0 |
| Mar 2024 | $1B | $562.5M | $441.9M | 29 | 0 |
| Jun 2023 | $807.6M | $429.5M | $378.2M | 27 | 0 |
| May 2023 | $807.6M | $429.5M | $378.2M | 27 | 0 |
| Apr 2023 | $807.6M | $429.5M | $378.2M | 27 | 0 |
| Mar 2023 | $807.6M | $429.5M | $378.2M | 27 | 0 |
| Feb 2023 | $812.7M | $380.8M | $431.9M | 26 | 0 |
| Jan 2023 | $812.7M | $380.8M | $431.9M | 26 | 0 |
| Mar 2022 | $812.7M | $380.8M | $431.9M | 26 | 0 |
| Apr 2021 | $664.7M | $284.3M | $380.5M | 24 | 0 |
| Mar 2021 | $664.7M | $284.3M | $380.5M | 24 | 0 |
| Feb 2021 | $478.1M | $174.3M | $303.8M | 17 | 0 |
| Nov 2020 | $478.1M | $174.3M | $303.8M | 17 | 0 |
| Sep 2020 | $478.1M | $174.3M | $303.8M | 17 | 0 |
| Jun 2020 | $478.1M | $174.3M | $303.8M | 17 | 0 |
| Apr 2020 | $478.1M | $174.3M | $303.8M | 17 | 0 |
| Aug 2019 | $447.4M | $8M | $439.4M | 14 | 0 |
| Mar 2019 | $413.6M | $6.7M | $406.9M | 14 | 0 |
| Mar 2018 | $358.8M | $6M | $352.8M | 14 | 0 |
| Nov 2017 | $343M | $6.1M | $336.9M | 14 | 0 |
| Sep 2017 | $338.1M | $6M | $332.1M | 11 | 400 |
| Sep 2017 | $290.4M | $1.6M | $288.8M | 11 | 400 |
| Mar 2017 | $290.4M | $1.6M | $288.8M | 11 | 400 |
| Sep 2016 | $228M | $0 | $228M | 10 | 332 |
| Aug 2016 | $228M | $0 | $228M | 10 | 332 |
| May 2016 | $228M | $0 | $228M | 10 | 332 |
| Mar 2016 | $228M | $0 | $228M | 10 | 332 |
| Oct 2015 | $226.5M | $0 | $226.5M | 10 | 272 |
| Apr 2015 | $226.5M | $0 | $226.5M | 10 | 272 |
| Mar 2014 | $186.8M | $0 | $186.8M | 5 | 272 |
| Feb 2013 | $149.9M | $0 | $149.9M | 4 | 238 |
| Mar 2012 | $137.3M | $0 | $137.3M | 1 | 220 |
| Feb 2011 | $118.8M | $0 | $118.8M | 5 | -- |
| Mar 2010 | $94.3M | $0 | $94.3M | 5 | -- |
| Mar 2009 | $69M | $0 | $69M | 5 | -- |
| Jan 2008 | $83.5M | $0 | $83.5M | 5 | -- |
| Feb 2007 | $80.3M | $0 | $80.3M | 5 | -- |
| Jan 2006 | $68M | $0 | $68M | 5 | -- |
| Jan 2004 | $43.4M | $0 | $43.4M | 5 | -- |
DateMar 2025
Total AUM$1.2B
Discretionary$706.6M
Non-Disc.$504M
Employees33
Clients0
DateNov 2024
Total AUM$1B
Discretionary$562.5M
Non-Disc.$441.9M
Employees29
Clients0
DateMar 2024
Total AUM$1B
Discretionary$562.5M
Non-Disc.$441.9M
Employees29
Clients0
DateMar 2024
Total AUM$1B
Discretionary$562.5M
Non-Disc.$441.9M
Employees29
Clients0
DateJun 2023
Total AUM$807.6M
Discretionary$429.5M
Non-Disc.$378.2M
Employees27
Clients0
DateMay 2023
Total AUM$807.6M
Discretionary$429.5M
Non-Disc.$378.2M
Employees27
Clients0
DateApr 2023
Total AUM$807.6M
Discretionary$429.5M
Non-Disc.$378.2M
Employees27
Clients0
DateMar 2023
Total AUM$807.6M
Discretionary$429.5M
Non-Disc.$378.2M
Employees27
Clients0
DateFeb 2023
Total AUM$812.7M
Discretionary$380.8M
Non-Disc.$431.9M
Employees26
Clients0
DateJan 2023
Total AUM$812.7M
Discretionary$380.8M
Non-Disc.$431.9M
Employees26
Clients0
DateMar 2022
Total AUM$812.7M
Discretionary$380.8M
Non-Disc.$431.9M
Employees26
Clients0
DateApr 2021
Total AUM$664.7M
Discretionary$284.3M
Non-Disc.$380.5M
Employees24
Clients0
DateMar 2021
Total AUM$664.7M
Discretionary$284.3M
Non-Disc.$380.5M
Employees24
Clients0
DateFeb 2021
Total AUM$478.1M
Discretionary$174.3M
Non-Disc.$303.8M
Employees17
Clients0
DateNov 2020
Total AUM$478.1M
Discretionary$174.3M
Non-Disc.$303.8M
Employees17
Clients0
DateSep 2020
Total AUM$478.1M
Discretionary$174.3M
Non-Disc.$303.8M
Employees17
Clients0
DateJun 2020
Total AUM$478.1M
Discretionary$174.3M
Non-Disc.$303.8M
Employees17
Clients0
DateApr 2020
Total AUM$478.1M
Discretionary$174.3M
Non-Disc.$303.8M
Employees17
Clients0
DateAug 2019
Total AUM$447.4M
Discretionary$8M
Non-Disc.$439.4M
Employees14
Clients0
DateMar 2019
Total AUM$413.6M
Discretionary$6.7M
Non-Disc.$406.9M
Employees14
Clients0
DateMar 2018
Total AUM$358.8M
Discretionary$6M
Non-Disc.$352.8M
Employees14
Clients0
DateNov 2017
Total AUM$343M
Discretionary$6.1M
Non-Disc.$336.9M
Employees14
Clients0
DateSep 2017
Total AUM$338.1M
Discretionary$6M
Non-Disc.$332.1M
Employees11
Clients400
DateSep 2017
Total AUM$290.4M
Discretionary$1.6M
Non-Disc.$288.8M
Employees11
Clients400
DateMar 2017
Total AUM$290.4M
Discretionary$1.6M
Non-Disc.$288.8M
Employees11
Clients400
DateSep 2016
Total AUM$228M
Discretionary$0
Non-Disc.$228M
Employees10
Clients332
DateAug 2016
Total AUM$228M
Discretionary$0
Non-Disc.$228M
Employees10
Clients332
DateMay 2016
Total AUM$228M
Discretionary$0
Non-Disc.$228M
Employees10
Clients332
DateMar 2016
Total AUM$228M
Discretionary$0
Non-Disc.$228M
Employees10
Clients332
DateOct 2015
Total AUM$226.5M
Discretionary$0
Non-Disc.$226.5M
Employees10
Clients272
DateApr 2015
Total AUM$226.5M
Discretionary$0
Non-Disc.$226.5M
Employees10
Clients272
DateMar 2014
Total AUM$186.8M
Discretionary$0
Non-Disc.$186.8M
Employees5
Clients272
DateFeb 2013
Total AUM$149.9M
Discretionary$0
Non-Disc.$149.9M
Employees4
Clients238
DateMar 2012
Total AUM$137.3M
Discretionary$0
Non-Disc.$137.3M
Employees1
Clients220
DateFeb 2011
Total AUM$118.8M
Discretionary$0
Non-Disc.$118.8M
Employees5
Clients--
DateMar 2010
Total AUM$94.3M
Discretionary$0
Non-Disc.$94.3M
Employees5
Clients--
DateMar 2009
Total AUM$69M
Discretionary$0
Non-Disc.$69M
Employees5
Clients--
DateJan 2008
Total AUM$83.5M
Discretionary$0
Non-Disc.$83.5M
Employees5
Clients--
DateFeb 2007
Total AUM$80.3M
Discretionary$0
Non-Disc.$80.3M
Employees5
Clients--
DateJan 2006
Total AUM$68M
Discretionary$0
Non-Disc.$68M
Employees5
Clients--
DateJan 2004
Total AUM$43.4M
Discretionary$0
Non-Disc.$43.4M
Employees5
Clients--