RIA Intel›Advisers›Texas›SYMPHONY FINANCIAL, LTD. CO.

SYMPHONY FINANCIAL, LTD. CO.

Advisory

N·HOUSTON, TX

Data as of Mar 24, 2026 · Source: SEC Form ADV

Total AUM
$1.4B
1-Year AUM Growth
+39.7%
3-Year CAGR
+25.3%
Employees
23
Assets Under Management
Total AUM$1.4B
Discretionary AUM$1.4B
Non-Discretionary AUM$0
Discretionary %100%
Total Clients2,236
Team
Total Employees23
Investment Advisers26
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record49
First FilingJun 23, 2014
Latest FilingMar 24, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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