Symmetry Financial Solutions Revenue and Competitors
Estimated Revenue & Valuation
- Symmetry Financial Solutions's estimated annual revenue is currently $5.2M per year.
- Symmetry Financial Solutions's estimated revenue per employee is $168,000
Employee Data
- Symmetry Financial Solutions has 31 Employees.
- Symmetry Financial Solutions grew their employee count by 3% last year.
Symmetry Financial Solutions's People
| Name | Title | Email/Phone |
|---|---|---|
1 | President/CMO | Reveal Email/Phone |
2 | Director Operations | Reveal Email/Phone |
3 | Marketing Coordinator | Reveal Email/Phone |
4 | Financial Advisor & Investment Specialist | Reveal Email/Phone |
5 | Financial Advisor | Reveal Email/Phone |
6 | financial advisor | Reveal Email/Phone |
7 | Financial Advisor | Reveal Email/Phone |
Symmetry Financial Solutions Competitors & AlternativesAdd Company
| Competitor Name | Revenue | Number of Employees | Employee Growth | Total Funding | Valuation |
|---|---|---|---|---|---|
#1 | $34.9M | 151 | -4% | N/A | N/A |
#2 | $86.6M | 330 | 10% | N/A | N/A |
#3 | $4.1M | 28 | -22% | N/A | N/A |
#4 | $7.9M | 47 | -2% | N/A | N/A |
#5 | $7.1M | 42 | 2% | N/A | N/A |
#6 | $6.9M | 41 | 11% | N/A | N/A |
#7 | $6.7M | 40 | 8% | N/A | N/A |
#8 | $0.1M | 5 | -84% | N/A | N/A |
#9 | $5.4M | 32 | 10% | N/A | N/A |
#10 | $19.1M | 91 | 15% | N/A | N/A |
What Is Symmetry Financial Solutions?
Planto Roe Financial Services is now Symmetry Financial Solutions! Founded in 1994 by Richard Planto, ChFC, CLU, CLTC and Gene Roe, MSFS, CAP, ChFC, CLU, we are an independent financial advisory firm serving San Antonio and the surrounding area. In 2017, ownership changed to Richard Planto and Dave Bavero and with that came the evolution of our new name in 2018. Our representatives can help you in the following areas: Retirement Services, Life and Disability Insurance, Investment Advisory Services, Long Term Care Planning, Business Services and Financial Strategies for Individuals with Mineral Rights.
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Total Funding
31
Number of Employees
$5.2M
Revenue (est)
3%
Employee Growth %
N/A
Valuation
N/A
Accelerator
Other Companies in San Antonio
| Company Name | Revenue | Number of Employees | Employee Growth | Total Funding |
|---|---|---|---|---|
#1 | N/A | 31 | 7% | N/A |
#2 | $4.5M | 31 | 7% | N/A |
#3 | $6.7M | 31 | 15% | N/A |
#4 | $4.5M | 31 | 107% | N/A |
#5 | $4.3M | 31 | 41% | N/A |