# SYMPHONY FINANCIAL PLANNING LLC

SYMPHONY FINANCIAL PLANNING LLC of DAVIS, CA is an SEC-registered investment adviser.

## Registration

- CRD: 137885
- Type: SEC-registered investment adviser
- SEC file number: 801-113617
- Location: 1784 PICASSO AVENUE, SUITE D, DAVIS, CA, 95618-0551
- Phone: 530-758-2885
- Latest filing: 2023-04-25
- Regulatory AUM: $188.5M
- Discretionary AUM: $186.2M
- Non-discretionary AUM: $2.4M
- Clients: 7
- Accounts: 535

## Officers, owners & control persons (1)

| Name | Role | Location |
| --- | --- | --- |
| MEYERHOFF PAUL ALAN | PRESIDENT & CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/137885/brochure
- Similar advisers: https://search.stillhousedata.com/firm/137885/similar
- Related entities: https://search.stillhousedata.com/firm/137885/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/137885

---

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.