# THE SYMPHONY WEALTH MANAGEMENT GROUP, INC.

THE SYMPHONY WEALTH MANAGEMENT GROUP, INC. of ATLANTA, GA is an SEC-registered investment adviser.

## Registration

- CRD: 136885
- Type: SEC-registered investment adviser
- SEC file number: 801-64759
- Location: 3500 PIEDMONT ROAD, SUITE 100, ATLANTA, GA, 30305
- Phone: 404-442-4450
- Latest filing: 2007-03-08
- Regulatory AUM: $1.2M
- Non-discretionary AUM: $1.2M
- Clients: 1
- Accounts: 1

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| [BREEN WILLIAM JAMES](https://search.stillhousedata.com/person/748051) | DIRECTOR, CHIEF INVESTMENT OFFICER | — |
| [BREEN JAMES THOMAS](https://search.stillhousedata.com/person/748052) | DIRECTOR, CHIEF PORTFOLIO MANAGER | — |
| [BACH CHRISTOPHER SANDAAS](https://search.stillhousedata.com/person/750899) | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER; PRESIDENT, CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/136885/brochure
- Similar advisers: https://search.stillhousedata.com/firm/136885/similar
- Related entities: https://search.stillhousedata.com/firm/136885/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/136885

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.