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Symphony Wealth Management, LLC.

● SEC registered since 2016CRD 283794SEC# 801-107877
Export (members)
Reg. AUM
$121.9M
Employees
2
Accounts
3
Location
—

Symphony Wealth Management, LLC. assets under management

Symphony Wealth Management, LLC. operates as an SEC-registered investment adviser. The firm has been registered since 2016. It reports $121.9 million in regulatory assets under management and employs 2 people.
View on SEC.gov ↗

Symphony Wealth Management, LLC. owners & executives

1 reported
NameTitleOwnershipSince
Kevin Christian Daniels ControlPresident, Cco, Managing MemberOver 75%2015

Frequently asked questions

How much does Symphony Wealth Management, LLC. manage?

Symphony Wealth Management, LLC. reports $121.9 million in regulatory assets under management on its Form ADV.

How many employees does Symphony Wealth Management, LLC. have?

Symphony Wealth Management, LLC. reports 2 employees.

Does Symphony Wealth Management, LLC. disclose fund performance?

Symphony Wealth Management, LLC. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone813-318-1526
Fax813-792-1119
Office hours8:00 a.m. - 6:00 p.m.
SEC regionMiami Regional Office (MIRO)
CIK283794
Discloses disciplinary historyNo

Assets under management

Discretionary$121.9M
Non-discretionary$0
Total (RAUM)$121.9M