Symphony Financial Ltd Co

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Assets, Funds, Holdings

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Symphony Financial Ltd Co
CRD #171816
SEC #801-79989
CIK #0001800687
AUM $861.0 MM (2024-08-27)
Employees 34 (56% Investors, 53% Brokers)
Phone281-272-6800
Address4295 San Felipe
Houston, TX 77027
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram]
Total AUM ($MM)
90072054036018002009201420192025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
NVDA 399,550.0 25.5
MSFT 1,918,222.4 19.3
AAPL 2,382,844.0 16.9
AMZN 1,092,997.8 14.2
XOM 385,508.3 9.1
AVGO 201,282.9 7.7
MO 78,198.0 6.3
GOOGL 1,475,138.5 6.1
GLD 6.0
COST 207,576.9 5.6
View All
Holdings by Sector ($MM)
60048036024012002018202020222025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 977 163.6
(b) Individuals (high net worth individuals) 806 665.6
(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 0.5
(h) Charitable organizations 0 4.4
(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 18 26.9
(n) Other 0 0.0
Total 2,600 861.0
By Discretionary
Discretionary 2,600 861.0
Non-Discretionary 0 0.0
Total 2,600 861.0
By Non-United States Persons
Non-United States Persons 0.3
United States Persons 860.7
Total 2,600 861.0
EDGAR Form CIK 2011 - 2024
13F-HR [0001800687]
Comparable Firms State AUM ($BB)
JMAC Enterprises LLC
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WI 0.9
Jackson Hole Capital Partners LLC
OK 0.9
Whittier Advisors LLC
CA 0.9
Park Piedmont Advisors LLC
IL 0.9
Donald L Hagan LLC
FL 0.9
AWM Capital LLC
AZ 0.9
Silicon Valley Capital Partners LP
CA 0.9
HTG Investment Advisors Inc
CT 0.9
Financial Partners Group Inc
KS 0.9
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