SYMPHONY FINANCIAL SERVICES, INC.

SYMPHONY FINANCIAL SERVICES, INC. of AKRON, OH is an SEC-registered investment adviser (CRD 125058). Regulatory assets under management: $428.7M.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

Officers, owners & control persons (5)

NameRoleLocation
John Y KimPRESIDENT
Craig Michael SmallVICE PRESIDENT AND CHIEF COMPLIANCE OFFICER
KIM JOHN YPRESIDENT; PRESIDENT AND CHIEF COMPLIANCE OFFICER
CANFIELD ROSALIE JEANCHIEF COMPLIANCE OFFICER; CHIEF OPERATING OFFICER
SMALL CRAIG MICHAELVICE PRESIDENT; VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER

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