FINANCIAL SYMMETRY INCORPORATED

FINANCIAL SYMMETRY INCORPORATED of RALEIGH, NC is an SEC-registered investment adviser (CRD 118443). Regulatory assets under management: $1.5B.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

Officers, owners & control persons (31)

Showing 25 of 31 people.

NameRoleLocation
William Alexander RamsayPRESIDENT- CHIEF COMPLIANCE OFFICER
Micheal C SmithPRINCIPAL
Allison Marie BergerPRINCIPAL
William Douglas HoltPRINCIPAL
Michael Barry EklundPRINCIPAL
Heather Sue GudacSECRETARY, COO
Cameron Hill HendricksPRINCIPAL
Grace Rooth KvantasPRINCIPAL
Grayson Edward BlazekPRINCIPAL
Haley Jo ModlinPRINCIPAL
Angela Rose Keeley-WhitePRINCIPAL
Colton Morgan TicklePRINCIPAL
Darian Chantel BillingsleyPRINCIPAL
Christian Aurelio PolancoPRINCIPAL
Garrick Michael KingPRINCIPAL
Niamh DouglasPRINCIPAL
Meredith KeelPRINCIPALRaleigh, NC
Richelle MoratsPRINCIPAL
SMITH ANDREW CPRINCIPAL; SECRETARY
RAMSAY WILLIAM ALEXANDERPRESIDENT; PRESIDENT- CHIEF COMPLIANCE OFFICER
HOLT GRADY DOUGLASPRINCIPAL
BERGER ESTHER MARIEPRINCIPAL
EKLUND MICHAEL BARRYPRINCIPAL
GUDAC HEATHER SUESECRETARY; SECRETARY, COO
HENDRICKS CAMERON HILLPRINCIPAL

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