Isaac
Bartholomew
Symmetry Partners
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About this Advisor
Isaac Bartholomew is a financial advisor based in Lindon, Utah, working with Symmetry Partners. Isaac has previously held positions at Symmetry Partners, LLC, 401K Belay, The Church Of Jesus Christ Of Latter-Day Saints, Walgreens Pharmacy, American Fork Parks & Recreation, and Alpine School District. Isaac has passed the Series 65 regulatory exam and is registered to provide services in Connecticut and Utah. Currently, Isaac is part of Symmetry Partners, which operates out of Lindon, Utah. The firm has 3 offices and 53 employees. Symmetry Partners manages assets totaling $5.7 billion and serves both charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, and other services. The fee structure at Symmetry Partners includes asset-based and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Symmetry Partners Brokerage Details
$5,718,728,103
53
13,224
$432,451
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Other
Isaac Bartholomew Work History
Symmetry Partners, LLC
401K Belay
The Church Of Jesus Christ Of Latter-Day Saints
N/A
Walgreens Pharmacy
American Fork Parks & Recreation
Alpine School District
Disclosures
Please visit the SEC profile of Isaac Bartholomew 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 Symmetry Partners
Glastonbury, CT
Glastonbury, CT
Glastonbury, CT
Lindon, UT
Glastonbury, CT
Warrington, PA
Glastonbury, CT
Glastonbury, CT
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