RIA Intel›Advisers›California›SYMPHONY TECHNOLOGY GROUP, LLC

SYMPHONY TECHNOLOGY GROUP, LLC

Advisory

N·MENLO PARK, CA

Data as of Mar 31, 2026 · Source: SEC Form ADV

Total AUM
$307M
1-Year AUM Growth
-0.6%
3-Year CAGR
-30.2%
Employees
88
Assets Under Management
Total AUM$307M
Discretionary AUM$307M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients7
Team
Total Employees88
Investment Advisers88
Employee Growth (1Y)—
Filing History
Total Filings on Record17
First FilingFeb 9, 2012
Latest FilingMar 31, 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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