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Building 2SYMPHONY FINANCIAL SERVICES, INC.

Map pinAKRON, OH
Phone330-434-2000
NotebookSEC #801-63300
Total AUM
$428.7M
Employees
7
Clients
641

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

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HotelBusiness

Principal Address
4100 EMBASSY PARKWAY
SUITE 100
AKRON
OH 44333
United States
Operating Hours
8:30A.M. TO 5:30P.M.
Monday - Friday
Phone
330-434-2000
Other Offices
1

ReceiptFinancials

Total AUM
$428.7M
Accounts
1,312
Discretionary
$344.7M
Accounts
1,246
Non-Discretionary
$84M
Accounts
66

ContactClients

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Individual Clients
520
AUM
$157.6M
HNW Individual Clients
71
AUM
$172.1M
Pension/Profit Sharing Plan Clients
36
AUM
$88.4M
Charitable Organization Clients
6
AUM
$5.6M
Insurance Company Clients
1
AUM
$1.6M
Corporation or Business Clients
7
AUM
$3.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ARCACOFLGAHIILINKYLAMONCNJNYOHTXVA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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