Overview
Assets Under Management: $189 million
Headquarters: DAVIS, CA
High-Net-Worth Clients: 64
Average Client Assets: $2.1 million
Frequently Asked Questions
SYMPHONY FINANCIAL PLANNING LLC 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 #137885), SYMPHONY FINANCIAL PLANNING LLC is subject to fiduciary duty under federal law.
SYMPHONY FINANCIAL PLANNING LLC is headquartered in DAVIS, CA.
SYMPHONY FINANCIAL PLANNING LLC serves 64 high-net-worth clients according to their SEC filing dated April 25, 2023. View client details ↓
According to their SEC Form ADV, SYMPHONY FINANCIAL PLANNING LLC offers financial planning, portfolio management for individuals, pension consulting services, and educational seminars and workshops. View all service details ↓
SYMPHONY FINANCIAL PLANNING LLC manages $189 million in client assets according to their SEC filing dated April 25, 2023.
According to their SEC Form ADV, SYMPHONY FINANCIAL PLANNING LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 64
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 72.26%
Average Client Assets: $2.1 million
Total Client Accounts: 535
Discretionary Accounts: 533
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 137885
Filing ID: 1755451
Last Filing Date: 2023-04-25 11:22:00