Investment adviser · CRD 104817
SYMONS CAPITAL MANAGEMENT INC
Investment adviser filing (IA)
PITTSBURGH, PA, United States · Form ADV filed May 26, 2021
- Regulatory AUM
- $214M Form ADV · Item 5.F
- Client accounts
- 240 Accounts, not individual clients
- Employees
- 9 Reported in this filing
- Advisory professionals
- 6 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 54 | $128,231,881 | 60.0% |
| Individuals | 79 | $35,610,447 | 16.7% |
| Corporations & businesses | 12 | $15,256,272 | 7.1% |
| Retirement plans | 6 | $14,239,923 | 6.7% |
| Investment companies | 1 | $11,879,039 | 5.6% |
| Charities | Fewer than 5 | $8,590,624 | 4.0% |
Filing source
Form ADV 1543304 · May 26, 2021 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: May 26, 2021. View historical filings
Reported services
Individual portfolio management · Investment company portfolio management · Business portfolio management
Compensation
Percentage of assets
Principal office
650 WASHINGTON ROAD, SUITE 800PITTSBURGH, PA, 15228-2702, United States
CRD 104817
Filing source
Form ADV 1543304 · May 26, 2021 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.