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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Symphony Financial Ltd Co
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| CRD # | 171816 |
| SEC # | 801-79989 |
| CIK # | 0001800687 |
| AUM | $1.1 B (2025-03-27) |
| Employees | 36 (64% Investors, 50% Brokers) |
| Phone | 281-272-6800 |
| Address | 4295 San Felipe Houston, TX 77027 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 37.1 | ||
| Microsoft Corp | 24.8 | ||
| Apple Inc | 19.9 | ||
| Amazon Com Inc | 19.3 | ||
| Broadcom Inc | 12.7 | ||
| SPDR Gold Trust | 12.4 | ||
| Alphabet Inc | 9.7 | ||
| Facebook Inc | 7.8 | ||
| Exxon Mobil Corp | 7.8 | ||
| Johnson & Johnson | 7.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,468 | 289.4 |
| (b) Individuals (high net worth individuals) | 747 | 766.6 |
| (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 | 0.6 |
| (h) Charitable organizations | 0 | 4.7 |
| (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 | 31.9 |
| (n) Other | 0 | 0.0 |
| Total | 3,324 | 1,093.2 |
| By Discretionary | ||
| Discretionary | 3,324 | 1,093.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,324 | 1,093.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.7 | |
| United States Persons | 1,091.5 | |
| Total | 3,324 | 1,093.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001800687] |
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|---|---|---|
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MD | 1.1 |
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Monterey Private Wealth Inc
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CA | 1.1 |
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Ironvine Capital Partners LLC
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Absher Wealth Management LLC
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Neumeier Poma Investment Counsel LLC
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CA | 1.1 |
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MSH Capital Advisors LLC
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Madison Wealth Partners Inc
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WI | 1.1 |
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Platform Technology Partners LLC
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NY | 1.1 |
|
TD Capital Management LLC
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TN | 1.1 |
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Hodges Capital Management Inc
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TX | 1.1 |