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Building 2SYMPHONY FINANCIAL, LTD. CO.

Map pinHOUSTON, TX
Phone281-272-6800
NotebookSEC #801-79989
Total AUM
$1.4B
Employees
26
Clients
2,851

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4295 SAN FELIPE
SUITE 300
HOUSTON
TX 77027
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
281-272-6800
Other Offices
6

ReceiptFinancials

Total AUM
$1.4B
Accounts
4,178
Discretionary
$1.4B
Accounts
4,178
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1,987
AUM
$290.2M
HNW Individual Clients
836
AUM
$1B
Pension/Profit Sharing Plan Clients
1
AUM
$660.3K
Charitable Organization Clients
6
AUM
$5.3M
Corporation or Business Clients
21
AUM
$37.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
MULTI FAMILY OFFICE SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ARAZCACOFLGAHIILLAMDMNMONCNJNMNVOHORPASCTNTXVAWA

HandshakeAffiliates

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

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