Overview
Assets Under Management: $1.1 billion
Headquarters: HOUSTON, TX
High-Net-Worth Clients: 747
Average Client Assets: $1 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 747
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 70.12
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 3,324
Discretionary Accounts: 3,324
Regulatory Filings
CRD Number: 171816
Filing ID: 1951633
Last Filing Date: 2025-03-27 07:59:00
Website: https://symphonyplanning.com