Symetra Investment Services, Inc. is a large advisory firm based in Bellevue. It manages $334.76 million of regulatory assets for 1,605 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 47 other states.
Symetra Investment Services provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It prepares financial plans for approximately 1,200 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Symetra Investment Services, Inc. is $334.76 million. The firm's AUM has grown by 99% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Symetra Investment Services, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Allyn David Close has been acting as President since 1 Feb 2003. Inc. John Hancock Financial Network joined the executive team most recently as the Parent Company.
The principal office where Symetra Investment Services, Inc. performs its advisory services is located at 777 108 Th Avenue Ne, Bellevue, WA 98004 The mailing address of the firm is P.O. Box 34695, Seattle, WA 98124 1695. An additional office of the firm is in Missoula, MT. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 800-469-7667 or by fax 866-532-1364. The normal business hours are 6:30 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.symetra.com/sis.