Symphonic Financial Advisors LLC

Symphonic Financial Advisors LLC (CRD# 135603) is a financial advisory firm headquartered in New York, NY. They manage $125,189,685 in 1,234 accounts and serve the financial needs of clients across 51 states (or territories).

Current Firm Details
400 Park Avenue, 10th Floor, New York, NY 10022
https://www.facebook.com/symphonicfinancialadvisors/?fref=ts
By the Numbers
  • Total Assets Under Management
    125
    MILLION
  • Total Number of Accounts
    1,234
    ACCOUNTS
  • Average Account Value
    $101,450
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Financial Advisors at Symphonic Financial Advisors LLC
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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