Overview
Assets Under Management: $376 million
Headquarters: AKRON, OH
High-Net-Worth Clients: 71
Average Client Assets: $2 million
Frequently Asked Questions
SYMPHONY FINANCIAL SERVICES, INC. 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 #125058), SYMPHONY FINANCIAL SERVICES, INC. is subject to fiduciary duty under federal law.
SYMPHONY FINANCIAL SERVICES, INC. is headquartered in AKRON, OH.
SYMPHONY FINANCIAL SERVICES, INC. serves 71 high-net-worth clients according to their SEC filing dated March 14, 2025. View client details ↓
According to their SEC Form ADV, SYMPHONY FINANCIAL SERVICES, INC. offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
SYMPHONY FINANCIAL SERVICES, INC. manages $376 million in client assets according to their SEC filing dated March 14, 2025.
According to their SEC Form ADV, SYMPHONY FINANCIAL SERVICES, INC. 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, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 71
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 41.78
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,254
Discretionary Accounts: 1,232
Non-Discretionary Accounts: 22
Regulatory Filings
CRD Number: 125058
Filing ID: 1938850
Last Filing Date: 2025-03-14 17:28:00
Website: https://symphony-financial.com