SYMETRA INVESTMENT MANAGEMENT, INC.
CRD #159992 SEC #801-73025 BELLEVUE, WA 1-800-796-3872
SEC Registered
Total AUM
$29M
Discretionary
$29M
Employees
15
Clients
0
Accounts
3
Firm Details
- Organization Type
- Corporation
- State of Formation
- Washington
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 25, 2013
- Branch Offices
- --
- LEI
- N/A
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| GUILBERT, DANIEL, R | I | DIRECTOR AND PRESIDENT | NA | |
| GUILBERT, DANIEL, R | I | DIRECTOR AND PRESIDENT | NA | |
| GUILBERT, DANIEL, R | I | DIRECTOR AND PRESIDENT | NA | |
| GUILBERT, DANIEL, R | I | DIRECTOR AND PRESIDENT | NA | |
| GUILBERT, DANIEL, R | I | DIRECTOR AND PRESIDENT | NA | |
| GUILBERT, DANIEL, R | I | DIRECTOR AND PRESIDENT | NA | |
| GUILBERT, DANIEL, R | I | DIRECTOR AND PRESIDENT | NA | |
| KNULL, KEVIN, DANIEL | I | DIRECTOR, EXECUTIVE VICE PRESIDENT | NA | |
| KNULL, KEVIN, DANIEL | I | DIRECTOR, EXECUTIVE VICE PRESIDENT | NA | |
| KNULL, KEVIN, DANIEL | I | DIRECTOR, EXECUTIVE VICE PRESIDENT | NA | |
| MEISTER, MARGARET, A | I | DIRECTOR | NA | |
| MEISTER, MARGARET, A | I | DIRECTOR | NA | |
| MEISTER, MARGARET, A | I | DIRECTOR | NA | |
| MEISTER, MARGARET, A | I | DIRECTOR | NA | |
| MURPHY, COLLEEN, MARY | I | TREASURER, CONTROLLER | NA | |
| MURPHY, COLLEEN, MARY | I | TREASURER, CONTROLLER | NA | |
| MURPHY, COLLEEN, MARY | I | TREASURER, CONTROLLER | NA | |
| MURPHY, COLLEEN, MARY | I | TREASURER, CONTROLLER | NA | |
| MURPHY, COLLEEN, MARY | I | TREASURER, CONTROLLER | NA | |
| MURPHY, COLLEEN, MARY | I | TREASURER, CONTROLLER | NA | |
| MURPHY, COLLEEN, MARY | I | TREASURER, CONTROLLER | NA | |
| MURPHY, MICHAEL, FINTAN | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | |
| MURPHY, MICHAEL, FINTAN | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | |
| MURPHY, MICHAEL, FINTAN | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | |
| MURPHY, MICHAEL, FINTAN | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | |
| MURPHY, MICHAEL, FINTAN | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | |
| MURPHY, MICHAEL, FINTAN | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | |
| MURPHY, MICHAEL, FINTAN | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | |
| SYMETRA FINANCIAL CORPORATION | DE | OWNER | E | Control |
| SYMETRA FINANCIAL CORPORATION | DE | OWNER | E | Control |
| SYMETRA FINANCIAL CORPORATION | DE | OWNER | E | Control |
| SYMETRA FINANCIAL CORPORATION | DE | OWNER | E | Control |
| SYMETRA FINANCIAL CORPORATION | DE | OWNER | E | Control |
| SYMETRA FINANCIAL CORPORATION | DE | OWNER | E | Control |
| SYMETRA FINANCIAL CORPORATION | DE | OWNER | E | Control |
Registrations
Federal
IA
Mar 25, 2013 REGISTERED
Notice Filings (1)
WA
Address
777 108TH AVE. NESUITE 1200
BELLEVUE, WA 98004
United States
Phone: 1-800-796-3872