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ALO FINANCIAL PLANNING
SYMMETRY WEALTH MANAGEMENT, LLC
CRD 297002 · SEC 801-136485
200 E EVERGREEN AVE, SUITE 127, MOUNT PROSPECT, IL, 60056-3294, United States
Phone
(224) 250-9373
Fax
(224) 304-4322
Registration
— (—)
Source
State registered
Total AUM
$120.9M
Discretionary AUM
$120.9M
Team
2 total employees; 2 advisory reps; 9 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-14
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 28 | $12.9M |
| High net worth individuals | 39 | $108.0M |
All web addresses on file
Official SEC filing: View on IAPD