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FINSYM PARTNERS, LLC
CRD 153712 · SEC 801-122427
WA, United States
Phone
206-276-1774
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$188.0M
Discretionary AUM
$182.7M
Team
3 total employees; 3 advisory reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 44 | $12.2M |
| High net worth individuals | 46 | $175.8M |
States served
WA, TX
All web addresses on file
Official SEC filing: View on IAPD