Financial Symmetry Incorporated
Legal Name: FINANCIAL SYMMETRY INCORPORATED
Full Contact Details
Other Info
Financial Symmetry Incorporated is legally known as FINANCIAL SYMMETRY INCORPORATED. It is a NC Corporation. This firm has 14 employees, of which 8 are employees in advisory roles. The number of clients served by it is unknown. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Jan 28, 2004.
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Direct Owners
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ALLISON MARIE BERGER
PRINCIPAL owns more than 10% but less than 25%
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CAMERON HILL HENDRICKS
PRINCIPAL owns less than 5%
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GRACE ROOTH KVANTAS
PRINCIPAL owns less than 5%
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HEATHER SUE GUDAC
SECRETARY owns less than 5%
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MICHAEL BARRY EKLUND
PRINCIPAL owns more than 5% but less than 10%
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MICHEAL C SMITH
PRINCIPAL owns more than 10% but less than 25%
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WILLIAM ALEXANDER RAMSAY
PRESIDENT- CHIEF COMPLIANCE OFFICER owns more than 25% but less than 50%
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WILLIAM DOUGLAS HOLT
PRINCIPAL owns more than 10% but less than 25%