Symphony Retirement Partners LLC

Symphony Retirement Partners LLC (CRD# 300990) is a financial advisory firm headquartered in , . They manage $17,342,642 in 55 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
https://www.symphonyretirement.com
By the Numbers
  • Total Assets Under Management
    17
    MILLION
  • Total Number of Accounts
    55
    ACCOUNTS
  • Average Account Value
    $315,321
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NY, TX

Financial Advisors at Symphony Retirement Partners LLC
Showing 1 - 1 of 1 top financial advisors.
1
John Koshy, financial advisor Round Rock TX
John Koshy
CRD#: 1848801
Round Rock, TX

John Koshy (CRD# 1848801) is an Investment Advisor Representative working at Symphony Retirement Partners LLC in Round Rock, TX and has over 24 years of experience in the finance industry.

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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