Overview
Assets Under Management: $1.1 billion
Headquarters: HOUSTON, TX
High-Net-Worth Clients: 747
Average Client Assets: $1 million
Frequently Asked Questions
SYMPHONY FINANCIAL, LTD. CO. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #171816), SYMPHONY FINANCIAL, LTD. CO. is subject to fiduciary duty under federal law.
SYMPHONY FINANCIAL, LTD. CO. is headquartered in HOUSTON, TX.
SYMPHONY FINANCIAL, LTD. CO. serves 747 high-net-worth clients according to their SEC filing dated March 27, 2025. View client details ↓
According to their SEC Form ADV, SYMPHONY FINANCIAL, LTD. CO. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
SYMPHONY FINANCIAL, LTD. CO. manages $1.1 billion in client assets according to their SEC filing dated March 27, 2025.
According to their SEC Form ADV, SYMPHONY FINANCIAL, LTD. CO. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
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