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SYMPHONY FINANCIAL, LTD. CO.

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

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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 StatusApproved
Firm CRD#171816
SEC#801-79989
Assets Managed by Firm$860,973,427
No. of Clients2600
No. of Advisors34

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 ClientsAUM
Firm Total2600$860,973,427
Individuals (other than high net worth individuals)977$163,558,714
High net worth individuals806$665,646,804
Pension and profit sharing plansFewer than 5 clients$518,895
Charitable organizationsFewer than 5 clients$4,365,462
Corporations or other businesses18$26,883,552

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