Symphony Technology Group, LLC
Symphony Technology Group, LLC (CRD# 160676) is a financial advisory firm headquartered in Menlo Park, CA. They manage $428,819,718 in 7 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management429MILLION
-
Total Number of Accounts7ACCOUNTS
-
Average Account Value$61,259,960
Compensation Options
- A percentage of assets under your management
- Performance-based fees
Advisory Services Offered
- Portfolio management for pooled investment vehicles (other than investment companies)
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Symphony Technology Group, LLC
No Advisor Found.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.