SYMPHONY FINANCIAL PLANNING LLC

SYMPHONY FINANCIAL PLANNING LLC of DAVIS, CA is an SEC-registered investment adviser (CRD 137885). Regulatory assets under management: $188.5M.

Registration

• CRD: 137885
• SEC file number: 801-113617
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 137885 on SEC IAPD (source of record)
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