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Home > Retirement Planners > ohio > akron > SYMPHONY FINANCIAL SERVICES, INC.
SYMPHONY FINANCIAL SERVICES, INC.
4100 Embassy Parkway
Suite 100
Akron, Ohio 44333
Tel: 330-434-2000
About SYMPHONY FINANCIAL SERVICES, INC.
SYMPHONY FINANCIAL SERVICES, INC, formally registered with the SEC as SYMPHONY FINANCIAL SERVICES, INC. The firm was established in 06/24/2004. They have over 1 offices throughout the country.
SYMPHONY FINANCIAL SERVICES, INC. is a Akron, Ohio based Financial Planning firm with nearly $292,002,783 assets under management, offering retirement planning & investment advisory services to 1272 clients. The firm is staffed with 10 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 125058 |
| SEC# | 801-63300 |
| Assets Managed by Firm | $292,002,783 |
| No. of Clients | 1272 |
| No. of Advisors | 10 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1272 | $292,002,783 |
| Individuals (other than high net worth individuals) | 511 | $99,394,210 |
| High net worth individuals | 69 | $123,660,138 |
| Pension and profit sharing plans | 35 | $57,891,686 |
| Charitable organizations | 3 | $4,427,965 |
| Corporations or other businesses | 12 | $4,229,853 |
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|---|---|---|---|
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