Symphony Asset Management LLC
Symphony Asset Management LLC (CRD# 110687) is a financial advisory firm headquartered in San Francisco, CA. They manage $20,044,368,124 in 297 accounts and serve the financial needs of clients across 51 states (or territories).
Total Assets Under Management20,044MILLION
Total Number of Accounts297ACCOUNTS
Average Account Value$67,489,455
- A percentage of assets under your management
- Performance-based fees
- 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
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
Ross Sakamoto (CRD# 1969291) is an Investment Advisor Representative working at Symphony Asset Management LLC in San Francisco, CA and has over 15 years of experience in the finance industry.
Camille Jacobson (CRD# 6581345) is an Investment Advisor Representative working at Symphony Asset Management LLC in San Francisco, CA and has over 2 years of experience in the finance industry.