Finsym Partners, LLC
Finsym Partners, LLC is an SEC-registered ria with $188.0M assets under management (AUM, regulatory AUM), +18% over one year. See who owns Finsym Partners, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 153712, SEC 801-122427, data through 2026-02-27.
- AUM (assets under management / regulatory AUM)
- $188.0M (2026-02-27)
- Firm type
- Ria
- Employees
- 3
- Clients
- 90
- CRD
- 153712
- Ownership
- DAVIDSON, ROBERT, PAUL; Davidson, Brent, Hogan
How much AUM does Finsym Partners, LLC have?
Finsym Partners, LLC reported $188.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-27).
Who owns Finsym Partners, LLC?
Disclosed owners and executives of Finsym Partners, LLC include DAVIDSON, ROBERT, PAUL, Davidson, Brent, Hogan. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.