Symphony Financial is an investment advisor in Houston with $565.44 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
550808353
SEC advisor number
801-79989
FINRA CRD number
171816
AUM ?
$860.97 mm
(as of 15 Apr 24)
Accounts
2,600
(as of 15 Apr 24)
Employees
34
(19 investment advisory or research)
Address
Symphony Financial
17725 JOHN F. KENNEDY BLVD.
SUITE 201
HOUSTON
TX 77032
17725 JOHN F. KENNEDY BLVD.
SUITE 201
HOUSTON
TX 77032
Phone
(281) 272-6800
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
17 Apr 24
13F-HR
Quarterly holdings report by institutional manager
18 Jan 24
13F-HR
Quarterly holdings report by institutional manager
7 Nov 23
13F-HR
Quarterly holdings report by institutional manager
12 Jul 23
13F-HR
Quarterly holdings report by institutional manager
3 May 23
13F-HR
Quarterly holdings report by institutional manager
26 Jan 23
13F-HR
Quarterly holdings report by institutional manager
27 Oct 22
13F-HR
Quarterly holdings report by institutional manager
18 Jul 22
13F-HR
Quarterly holdings report by institutional manager
13 May 22
13F-HR
Quarterly holdings report by institutional manager
19 Jan 22