SYMPHONY TECHNOLOGY GROUP, LLC

1300 El Camino Real, Suite 300
Menlo Park, California 94025-4211
Tel: 650-935-9500

About SYMPHONY TECHNOLOGY GROUP, LLC

SYMPHONY TECHNOLOGY GROUP, LLC, formally registered with the SEC as SYMPHONY TECHNOLOGY GROUP, LLC. The firm was established in 03/28/2012. They have over 1 offices throughout the country.

SYMPHONY TECHNOLOGY GROUP, LLC is a Menlo Park, California based Financial Planning firm with nearly $428,819,718 assets under management, offering retirement planning & investment advisory services to 7 clients. The firm is staffed with 71 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	160676
SEC#	801-73246
Assets Managed by Firm	$428,819,718
No. of Clients	7
No. of Advisors	71

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles
Other (PORTFOLIO COMPANY MANAGEMENT SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	7	$428,819,718

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