Overview
Assets Under Management: $376 million
Headquarters: AKRON, OH
High-Net-Worth Clients: 71
Average Client Assets: $2 million
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