Overview
Assets Under Management: $112 million
Frequently Asked Questions
SYMPHONY WEALTH MANAGEMENT, 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 #283794), SYMPHONY WEALTH MANAGEMENT, LLC. is subject to fiduciary duty under federal law.
According to their SEC Form ADV, SYMPHONY WEALTH MANAGEMENT, LLC. offers portfolio management for individuals. View all service details ↓
SYMPHONY WEALTH MANAGEMENT, LLC. manages $112 million in client assets according to their SEC filing dated March 28, 2024.
According to their SEC Form ADV, SYMPHONY WEALTH MANAGEMENT, LLC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 99.30
Total Client Accounts: 7
Non-Discretionary Accounts: 7
Regulatory Filings
CRD Number: 283794
Last Filing Date: 2024-03-28 00:00:00
Website: https://yahoo.com