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| Symphony Financial Ltd Co
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|---|---|
| CRD # | 171816 |
| SEC # | 801-79989 |
| CIK # | 0001800687 |
| AUM | 1,354.8 M (2026-04-01) |
| Employees | 26 (88% Investors, 73% Brokers) |
| Fees | |
| Minimum | |
| Phone | 281-272-6800 |
| Address | 4295 San Felipe Houston, TX 77027 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Nvidia Corp | 31.2 | |
| Apple Inc | 19.3 | |
| Amazon Com Inc | 17.2 | |
| SPDR Gold Trust | 17.0 | |
| Microsoft Corp | 16.8 | |
| Alphabet Inc | 12.5 | |
| Broadcom Inc | 10.3 | |
| Johnson & Johnson | 10.1 | |
| Alphabet Inc | 8.7 | |
| J P Morgan Chase & Co | 7.6 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,987 | 290.2 |
| (b) Individuals (high net worth individuals) | 836 | 1,021.4 |
| (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 | 0 | 0.7 |
| (h) Charitable organizations | 6 | 5.3 |
| (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 | 21 | 37.3 |
| (n) Other | 0 | 0.0 |
| Total | 4,178 | 1,354.8 |
| By Discretionary | ||
| Discretionary | 4,178 | 1,354.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 4,178 | 1,354.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.3 | |
| United States Persons | 1,352.5 | |
| Total | 4,178 | 1,354.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001800687] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 15 |
| Serves | Institutional, Retail |
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|---|---|---|
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