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Building 2SYMPHONY FINANCIAL PLANNING LLC

Map pinDAVIS, CA
Phone530-758-2885
NotebookSEC #801-113617
Total AUM
$188.5M
Employees
7
Clients
173

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1784 PICASSO AVENUE
SUITE D
DAVIS
CA 95618-0551
United States
Operating Hours
8:30-5:00 M-TH; 8:30 - 3:00 F
Monday - Friday
Phone
530-758-2885

ReceiptFinancials

Total AUM
$188.5M
Accounts
535
Discretionary
$186.2M
Accounts
533
Non-Discretionary
$2.4M
Accounts
2

ContactClients

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Individual Clients
107
AUM
$49.3M
HNW Individual Clients
64
AUM
$136.2M
Pension/Profit Sharing Plan Clients
1
AUM
$2.4M
Charitable Organization Clients
1
AUM
$643.6K

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAORTX

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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