Symphony Financial, Ltd. Company
Symphony Financial, Ltd. Company (CRD# 171816) is a financial advisory firm headquartered in Houston, TX. They manage $860,973,427 in 2,600 accounts and serve the financial needs of clients across 23 states (or territories).
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Total Assets Under Management861MILLION
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Total Number of Accounts2,600ACCOUNTS
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Average Account Value$331,144
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AR, AZ, CA, CO, FL, GA, HI, IL, LA, MD, MN, MO, NC, NM, NV, OH, OR, PA, SC, TN, TX, VA, WA
Michelle Boeding (CRD# 6199202) is an Investment Advisor Representative working at Symphony Financial, Ltd. Company in Houston, TX and has over 11 years of experience in the finance industry.
Elridge Bollich (CRD# 25253) is an Investment Advisor Representative working at Symphony Financial, Ltd. Company in Houston, TX and has over 44 years of experience in the finance industry.
Melissa Brennan (CRD# 4818529) is an Investment Advisor Representative working at Symphony Financial, Ltd. Company in Houston, TX and has over 19 years of experience in the finance industry.
Wallace Burgoyne (CRD# 35630) is an Investment Advisor Representative working at Symphony Financial, Ltd. Company in Houston, TX and has over 44 years of experience in the finance industry.
Wallace Burgoyne (CRD# 2155629) is an Investment Advisor Representative working at Symphony Financial, Ltd. Company in Houston, TX and has over 32 years of experience in the finance industry.
Charles Garland (CRD# 4683277) is an Investment Advisor Representative working at Symphony Financial, Ltd. Company in Houston, TX and has over 20 years of experience in the finance industry.
Timothy Grassman (CRD# 6910081) is an Investment Advisor Representative working at Symphony Financial, Ltd. Company in Houston, TX and has over 6 years of experience in the finance industry.
Gary Greensage (CRD# 2742225) is an Investment Advisor Representative working at Symphony Financial, Ltd. Company in Tomball, TX and has over 27 years of experience in the finance industry.
Anthony Griffin (CRD# 6690807) is an Investment Advisor Representative working at Symphony Financial, Ltd. Company in Kingwood, TX and has over 7 years of experience in the finance industry.
Brenda Jackson (CRD# 4252919) is an Investment Advisor Representative working at Symphony Financial, Ltd. Company in Kingwood, TX and has over 23 years of experience in the finance industry.