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| Symphonic Financial Advisors LLC
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| |
|---|---|
| CRD # | 135603 |
| SEC # | 801-64456 |
| CIK # | 0001416208 |
| AUM | $125.2 MM (2024-02-29) |
| Employees | 4 (100% Investors, 100% Brokers) |
| Phone | 212-702-3500 |
| Address | 400 Park Avenue New York, NY 10022 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| MSFT | 1,918.2 | 16.6 | |
| AAPL | 2,382.8 | 13.5 | |
| NVDA | 399.6 | 11.7 | |
| AMZN | 1,093.0 | 9.8 | |
| TD | 118.7 | 8.2 | |
| RY | 136.4 | 8.1 | |
| GOOGL | 1,475.1 | 5.9 | |
| BMO | 62.8 | 5.1 | |
| JPM | 340.2 | 5.0 | |
| BNS | 71.2 | 5.0 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 680 | 118.8 |
| (b) Individuals (high net worth individuals) | 5 | 5.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 0.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,234 | 125.2 |
| By Discretionary | ||
| Discretionary | 1,234 | 125.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,234 | 125.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 125.2 | |
| Total | 1,234 | 125.2 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001416208] | |
| 13F-NT | [0001416208] |
| Related Firms | State | AUM ($BB) |
|---|---|---|
|
City National Rochdale LLC
✚
|
NY | 60.1 |
|
Symphonic Financial Advisors LLC
✚
|
NY | 0.1 |
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PCG Asset Management LLC
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NJ | 0.1 |
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McCulley Financial Group LLC
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IL | 0.1 |
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TX | 0.1 |
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Authentikos Wealth Advisory LLC
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Owlfi RIA LLC
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KS | 0.1 |
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SFGA LLC
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HI | 0.1 |
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Pacesetter Financial Group LLC
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IL | 0.1 |
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Martin Capital Advisors LLP
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CLIO Asset Management LLC
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Foundry Wealth Advisors LLC
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MD | 0.1 |