RIA Intel›Advisers›Texas›SYMPHONY RETIREMENT PARTNERS LLC

SYMPHONY RETIREMENT PARTNERS LLC

Advisory

ROUND ROCK, TX

Data as of Mar 25, 2026 · Source: SEC Form ADV

Rank in TX

#1,874

of 2,813 advisers by AUM

Average account

$413K

across 95 accounts

AUM per adviser

$13M

3 advisers

Source: SEC Form ADV. Figures as filed Mar 25, 2026.

Total AUM

$39M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$39M

Discretionary AUM$39M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients95

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNY, OR, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

95 clients

34 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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