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SYMPHONY FINANCIAL, LTD. CO.
Tel: 281-272-6800
4295 San Felipe Suite 300
Houston, Texas 77027
SYMPHONY FINANCIAL, LTD. CO.
SYMPHONY FINANCIAL, LTD. CO. is a Houston, Texas based financial advisory firm with nearly $860,973,427 in assets under management and provides investment advisory services for 2600 clients. There are currently 34 financial advisors at the firm.
General Information
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)
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
171816
SEC#:
801-79989
No. of Clients:
2600
Assets under Management
$860,973,427
No. of Advisors:
34
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