SYMPHONY FINANCIAL SERVICES, INC.
SEC Form ADV profile.
Total regulatory AUM
$428,700,951
Discretionary
$344,672,544
Non-discretionary
$84,028,407
Firm details
- CRD number
- 125058
- SEC file number
- 801-63300
- Main office
- AKRON, OH, United States
- Employees
- 7
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.