RIA Intel›Advisers›Connecticut›SYMETRA INVESTMENT MANAGEMENT COMPANY

SYMETRA INVESTMENT MANAGEMENT COMPANY

Institutional

N·FARMINGTON, CT

Data as of Feb 5, 2026 · Source: SEC Form ADV

Total AUM
$78.7B
1-Year AUM Growth
+9.4%
3-Year CAGR
+17.8%
Employees
51
Assets Under Management
Total AUM$78.7B
Discretionary AUM$66.9B
Non-Discretionary AUM$11.8B
Discretionary %85%
Total Clients9
Team
Total Employees51
Investment Advisers87
Employee Growth (1Y)—
Filing History
Total Filings on Record7
First FilingFeb 19, 2021
Latest FilingFeb 5, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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