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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 2 offices throughout the country.
SYMPHONY FINANCIAL SERVICES, INC. is a Akron, Ohio based Financial Planning firm with nearly $344,313,408 assets under management, offering retirement planning & investment advisory services to 1269 clients. The firm is staffed with 11 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 125058 |
| SEC# | 801-63300 |
| Assets Managed by Firm | $344,313,408 |
| No. of Clients | 1269 |
| No. of Advisors | 11 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1269 | $344,313,408 |
| Individuals (other than high net worth individuals) | 499 | $105,996,698 |
| High net worth individuals | 79 | $154,731,500 |
| Pension and profit sharing plans | 39 | $72,622,615 |
| Charitable organizations | Fewer than 5 clients | $4,376,881 |
| Corporations or other businesses | 7 | $3,711,303 |
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|---|---|---|---|
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