|
⚲
|
| Symphony Wealth Management LLC
✚
| |
|---|---|
| CRD # | 283794 |
| SEC # | 801-107877 |
| CIK # | 0000283794 |
| AUM | $111.9 MM (2024-03-28) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 813-318-1526 |
| Address | 10420 Snowden Place Tampa, FL 33626 |
| Source | [IAPD] [EDGAR] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 7 | 111.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 7 | 111.9 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 7 | 111.9 |
| Total | 7 | 111.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 111.9 | |
| Total | 7 | 111.9 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Prince Asset Management Inc
✚
|
FL | 0.1 |
|
Parrish Capital LLC
✚
|
GA | 0.1 |
|
Dover Investment Advisory Corporation
✚
|
MA | 0.1 |
|
Cyr Financial Inc
✚
|
IL | 0.1 |
|
Freeboard Capital LLC
✚
|
WI | 0.1 |
|
Capital View Wealth Management LLC
✚
|
IA | 0.1 |
|
Rydar Equities Inc
✚
|
TX | 0.1 |
|
Pointer Financial Advisors LLC
✚
|
MD | 0.1 |
|
Catherine Avery Investment Management LLC
✚
|
FL | 0.1 |
|
Frango Financial LLC
✚
|
DC | 0.1 |