SYMPHONY FINANCIAL, LTD. CO.

4295 San Felipe
Suite 300
Houston, Texas 77027
Tel: 281-272-6800

About SYMPHONY FINANCIAL, LTD. CO.

SYMPHONY FINANCIAL, LTD CO, formally registered with the SEC as SYMPHONY FINANCIAL, LTD CO. The firm was established in 06/30/2014. They have over 6 offices throughout the country.

SYMPHONY FINANCIAL, LTD. CO. is a Houston, Texas based Financial Planning firm with nearly $860,973,427 assets under management, offering retirement planning & investment advisory services to 2600 clients. The firm is staffed with 34 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	171816
SEC#	801-79989
Assets Managed by Firm	$860,973,427
No. of Clients	2600
No. of Advisors	34

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Other (MULTI FAMILY OFFICE SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	2600	$860,973,427
Individuals (other than high net worth individuals)	977	$163,558,714
High net worth individuals	806	$665,646,804
Pension and profit sharing plans	Fewer than 5 clients	$518,895
Charitable organizations	Fewer than 5 clients	$4,365,462
Corporations or other businesses	18	$26,883,552

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