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Building 2SYMPHONY WEALTH MANAGEMENT

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Phone813-318-1526
NotebookSEC #801-107877
Total AUM
$111.7M
Employees
3
Clients
15

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:00 AM - 6:00 PM
Monday - Friday
Phone
813-318-1526

ReceiptFinancials

Total AUM
$111.7M
Accounts
7
Discretionary
$111.7M
Accounts
7
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
2
AUM
$1.3M
HNW Individual Clients
4
AUM
$110.4M
Banking Clients
1
AUM
$0
Pension/Profit Sharing Plan Clients
1
AUM
$0
Charitable Organization Clients
1
AUM
$0
Government Entity Clients
1
AUM
$0
Investment Advisor Clients
1
AUM
$0
Insurance Company Clients
1
AUM
$0
Sovereign Wealth Fund Clients
1
AUM
$0
Corporation or Business Clients
1
AUM
$0
Other Clients
1
AUM
$0
Description of Other Clients
NONE

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMOTX

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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