ALO FINANCIAL PLANNING
  • ALO FINANCIAL PLANNING
  • SYMMETRY WEALTH MANAGEMENT, LLC
  • SYMMETRY WEALTH MANAGEMENT LLC

Adviser Profile

As of Date 05/14/2026
Registration SEC, Approved, 06/12/2026
Other registrations (3)
Former registrations

SYMMETRY WEALTH MANAGEMENT, LLC

ADV Location MOUNT PROSPECT, IL, United States
Contact Info (22 xxxxxxx
Websites
AUM* 120,915,635
of that, discretionary 120,915,635
Number of Employees 2
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 403,052
% High Net Worth 58.21%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

1 1 1 1
Discretionary
Non-discretionary

Private Funds

No private funds

Employees