SYMETRA INVESTMENT MANAGEMENT COMPANY
CRD #312176 SEC #801-120578 FARMINGTON, CT 860-370-7812
SEC Registered
Total AUM
$78.7B
Discretionary
$66.9B
Employees
87
Clients
--
Accounts
543
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $78.7B | $66.9B | $11.8B | 87 | 0 |
| Jul 2025 | $78.7B | $66.9B | $11.8B | 87 | 0 |
| Mar 2025 | $78.7B | $66.9B | $11.8B | 87 | 0 |
| Apr 2024 | $74.6B | $64.6B | $10B | 79 | 0 |
| Mar 2024 | $74.6B | $64.6B | $10B | 79 | 0 |
| Sep 2023 | $68.2B | $61B | $7.1B | 69 | 0 |
| Mar 2023 | $68.2B | $61B | $7.1B | 69 | 0 |
| Jul 2022 | $47.9B | $47.9B | $0 | 104 | 0 |
| Mar 2022 | $47.9B | $47.9B | $0 | 104 | 0 |
| Feb 2021 | $44.3B | $44.3B | $0 | 88 | 0 |
DateAug 2025
Total AUM$78.7B
Discretionary$66.9B
Non-Disc.$11.8B
Employees87
Clients0
DateJul 2025
Total AUM$78.7B
Discretionary$66.9B
Non-Disc.$11.8B
Employees87
Clients0
DateMar 2025
Total AUM$78.7B
Discretionary$66.9B
Non-Disc.$11.8B
Employees87
Clients0
DateApr 2024
Total AUM$74.6B
Discretionary$64.6B
Non-Disc.$10B
Employees79
Clients0
DateMar 2024
Total AUM$74.6B
Discretionary$64.6B
Non-Disc.$10B
Employees79
Clients0
DateSep 2023
Total AUM$68.2B
Discretionary$61B
Non-Disc.$7.1B
Employees69
Clients0
DateMar 2023
Total AUM$68.2B
Discretionary$61B
Non-Disc.$7.1B
Employees69
Clients0
DateJul 2022
Total AUM$47.9B
Discretionary$47.9B
Non-Disc.$0
Employees104
Clients0
DateMar 2022
Total AUM$47.9B
Discretionary$47.9B
Non-Disc.$0
Employees104
Clients0
DateFeb 2021
Total AUM$44.3B
Discretionary$44.3B
Non-Disc.$0
Employees88
Clients0