Institutional
    SEC Registered

    Symetra Investment Management Company

    Registered investment advisor · Farmington, Connecticut · CRD #312176

    Assets Under Management
    $88.8B
    Client Accounts
    76
    Employees
    101
    CRD Number
    312176
    Registration
    SEC Registered
    Custodian
    Jp Morgan Chase Bank, N.a., Sumitomo Mitsui Trust Bank (u.s.a.) Limited

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Symetra Investment Management Company

    Symetra Life Insurance Company, based in Bellevue, Washington, has been a diversified financial services provider since its establishment in 1957. The company offers a range of products, including life insurance, annuities, and employee benefits, catering to individuals, families, and businesses across the United States. As a subsidiary of Symetra Financial Corporation, which is owned by Sumitomo Life Insurance Company, Symetra benefits from a strong financial foundation. Symetra's product offe

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Not reported

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    Frequently Asked Questions

    What is Symetra Investment Management Company's AUM?

    Symetra Investment Management Company reports approximately $88.8B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Symetra Investment Management Company headquartered?

    Symetra Investment Management Company is headquartered in Farmington, Connecticut.

    What is Symetra Investment Management Company's CRD number?

    Symetra Investment Management Company's CRD number is 312176. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Symetra Investment Management Company manage?

    Symetra Investment Management Company manages approximately 76 client accounts according to its latest SEC filing.

    Is Symetra Investment Management Company SEC registered?

    Yes, Symetra Investment Management Company is registered with the SEC as an investment adviser with an approved registration status.

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