|
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| Symphony Financial Services Inc
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|
|---|---|
| CRD # | 125058 |
| SEC # | 801-63300 |
| CIK # | 0002031979 |
| AUM | $376.1 M (2025-03-14) |
| Employees | 7 (100% Investors, 100% Brokers) |
| Phone | 330-434-2000 |
| Address | 4100 Embassy Parkway Akron, OH 44333 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 6.1 | ||
| Nvidia Corp | 4.9 | ||
| VISA Inc | 4.0 | ||
| Microsoft Corp | 3.7 | ||
| Amazon Com Inc | 2.6 | ||
| J P Morgan Chase & Co | 1.9 | ||
| Netflix Inc | 1.1 | ||
| Lockheed Martin Corp | 1.0 | ||
| Facebook Inc | 1.0 | ||
| Cohen & Steers Infrastructure Fund Inc | 1.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 492 | 123.7 |
| (b) Individuals (high net worth individuals) | 71 | 157.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 41 | 83.0 |
| (h) Charitable organizations | 5 | 4.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 3.3 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 8 | 4.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,254 | 376.1 |
| By Discretionary | ||
| Discretionary | 1,232 | 308.2 |
| Non-Discretionary | 22 | 67.9 |
| Total | 1,254 | 376.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 376.1 | |
| Total | 1,254 | 376.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002031979] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
MWA Financial Services Inc
✚
|
IL | 0.4 |
|
Strategic Asset Management Group Advisors Inc
✚
|
FL | 0.4 |
|
LPWM LLC
✚
|
MN | 0.4 |
|
Rhodes Investment Advisors Inc
✚
|
TX | 0.4 |
|
J Stern & Co LLC
✚
|
NY | 0.4 |
|
Alpha Financial Partners LLC
✚
|
KY | 0.4 |
|
Serenity Investment Advisors LLC
✚
|
IL | 0.4 |
|
Mark J Snyder Financial Services Inc
✚
|
NY | 0.4 |
|
Quad-Cities Investment Group LLC
✚
|
IA | 0.4 |
|
Quantum Private Wealth LLC
✚
|
FL | 0.4 |