Andrew
Popenfoose
Sym Financial Advisors
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About this Advisor
Andrew Popenfoose is a chartered financial analyst who works in Fort Wayne, Indiana who has 6 years of relevant experience. Popenfoose works at Sym Financial Advisors. The advisor has gained experience at Sym Financial Advisors and Loyola University. Popenfoose is able to work in Indiana. Sym Financial Advisors is an advisory company that has its headquarters in Winona Lake, IN. The investment advisory business has offices in four locations and a total of 67 employees. It administers $3 billion in assets under management among its 4,634 customer accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm provides financial advice to 11 charities and foundations. Of its 4,634 accounts, 37% are held by high-net-worth clients who have at least $1 million in assets. Sym Financial Advisors provides a diverse set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fees typically are based on which services the firm provides the client. Fee types billed by Sym Financial Advisors can include any blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sym Financial Advisors Brokerage Details
$3,330,241,056
67
4,634
$718,654
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Andrew Popenfoose Work History
Andrew has been registered as a financial advisor for 6 years.*
Sym Financial Advisors
Loyola University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Andrew Popenfoose to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Sym Financial Advisors
Fort Wayne, IN
Indianapolis, IN
Winona Lake, IN
Winona Lake, IN
Winona Lake, IN
Winona Lake, IN
Winona Lake, IN
Mishawaka, IN
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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