FINSYM PARTNERS, LLC is an SEC-registered investment adviser (CRD 153712). Regulatory assets under management: $188.0M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| Robert Paul Davidson | MANAGING MEMBER/OWNER | — |
| Brent Hogan Davidson | CHIEF COMPLIANCE OFFICER | — |
| DAVIDSON ROBERT PAUL | MANAGING MEMBER/OWNER | — |
| Davidson Brent Hogan | CHIEF COMPLIANCE OFFICER | — |