SYMETRA INVESTMENT MANAGEMENT COMPANY
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $88.78B |
| Discretionary | $63.98B72% of AUM |
| Non-Discretionary | $24.81B |
| Client Accounts | 76 |
| Avg Account Size | $1.17B |
| Employees | 101 |
| Peak AUM | $88.78BMar 2026 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $88.8B | +12.9% | +8.9% | +14.4% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $88.78B |
| Discretionary | $63.98B |
| Employees | 101 |
| Client Accounts | 76 |
Contact & Location
Address
308 FARMINGTON AVENUE
FARMINGTON CT 06032
Phone
860-370-7812
Filing History
14 ADV Part 1 submissions
Fee Structure
% of AUMPerformance Fees
Advisory Services
Portfolio Mgmt (Institutional)Pension ConsultingPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$64.0B
72.1% of AUM
Non-Discretionary
$24.8B
27.9% of AUM
Disc. mix ▼ 13.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Pooled Vehicles
Corporations
Insurance Cos.
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Related Entities (Item 7)
Broker-DealerInvestment AdviserPension ConsultantTrust Company