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Symphony Financial Ltd Co
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CRD # | 171816 |
SEC # | 801-79989 |
CIK # | 0001800687 |
AUM | $861.0 MM (2024-08-27) |
Employees | 34 (56% Investors, 53% Brokers) |
Phone | 281-272-6800 |
Address | 4295 San Felipe Houston, TX 77027 |
Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
Total AUM ($MM) |
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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 ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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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 |
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13F-HR | [0001800687] |
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PA | 0.9 |
Associated Investment Services Inc
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WI | 0.9 |
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OK | 0.9 |
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CA | 0.9 |
Park Piedmont Advisors LLC
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IL | 0.9 |
Donald L Hagan LLC
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FL | 0.9 |
AWM Capital LLC
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AZ | 0.9 |
Silicon Valley Capital Partners LP
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CA | 0.9 |
HTG Investment Advisors Inc
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CT | 0.9 |
Financial Partners Group Inc
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|
KS | 0.9 |