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| Symphony Financial Services Inc
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|---|---|
| CRD # | 125058 |
| SEC # | 801-63300 |
| CIK # | 0002031979 |
| AUM | 428.7 M (2026-02-25) |
| Employees | 7 (100% Investors, 100% Brokers) |
| Fees | |
| Minimum | |
| 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 | 7.1 | ||
| Nvidia Corp | 5.1 | ||
| Visa Inc | 3.2 | ||
| Microsoft Corp | 3.0 | ||
| Amazon Com Inc | 2.6 | ||
| J P Morgan Chase & Co | 2.1 | ||
| Plains All American Pipeline LP | 1.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 520 | 157.6 |
| (b) Individuals (high net worth individuals) | 71 | 172.1 |
| (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 | 36 | 88.4 |
| (h) Charitable organizations | 6 | 5.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 1 | 1.6 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 3.3 |
| (n) Other | 0 | 0.0 |
| Total | 1,312 | 428.7 |
| By Discretionary | ||
| Discretionary | 1,246 | 344.7 |
| Non-Discretionary | 66 | 84.0 |
| Total | 1,312 | 428.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 428.7 | |
| Total | 1,312 | 428.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002031979] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
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|---|---|---|
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NE | 428.6 M |
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SWMG Holdings LLC
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Blue Water Asset Management LLC
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Kerux LLC
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|
McCarter Private Wealth Services LLC
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|
Coordinated Financial Services Inc
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