Symphony Asset Management LLC

Symphony Asset Management LLC (CRD# 110687) is a financial advisory firm headquartered in San Francisco, CA. They manage $16,240,103,516 in 46 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    16,240
    MILLION
  • Total Number of Accounts
    46
    ACCOUNTS
  • Average Account Value
    $353,045,729
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. 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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Financial Advisors at Symphony Asset Management LLC
Showing 1 - 2 of 2 top financial advisors.
1
Camille E. Jacobson
CRD#: 6581345
555 California Street, Suite 3100, San Francisco, CA 94104

Camille Jacobson (CRD# 6581345) is an Investment Advisor Representative working at Symphony Asset Management LLC in San Francisco, CA and has over 4 years of experience in the finance industry.

2
Ross S. Sakamoto
CRD#: 1969291
555 California Street, Suite 3100, San Francisco, CA 94104

Ross Sakamoto (CRD# 1969291) is an Investment Advisor Representative working at Symphony Asset Management LLC in San Francisco, CA and has over 18 years of experience in the finance industry.

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