SYMPHONY FINANCIAL SERVICES, INC.
CRD #125058 SEC #801-63300 AKRON, OH 330-434-2000
SEC Registered
Total AUM
$376.1M
Discretionary
$308.2M
Employees
7
Clients
10
Accounts
1,254
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $376.1M | $308.2M | $67.9M | 7 | 0 |
| Sep 2024 | $344.3M | $284.3M | $60M | 11 | 1 |
| Feb 2024 | $344.3M | $284.3M | $60M | 11 | 1 |
| Mar 2023 | $292M | $244.2M | $47.8M | 10 | 1 |
| Feb 2022 | $339.5M | $282.5M | $57M | 11 | 1 |
| Aug 2021 | $291.4M | $236.4M | $55M | 14 | 0 |
| Mar 2021 | $291.4M | $236.4M | $55M | 14 | 0 |
| Jun 2020 | $251M | $192.2M | $58.7M | 14 | 0 |
| Feb 2020 | $251M | $192.2M | $58.7M | 14 | 0 |
| Dec 2019 | $208.9M | $158.1M | $50.8M | 12 | 0 |
| Mar 2019 | $208.9M | $158.1M | $50.8M | 12 | 0 |
| Mar 2018 | $282.1M | $159.9M | $122.2M | 8 | 513 |
| Mar 2017 | $232.1M | $122.6M | $109.6M | 8 | 526 |
| Dec 2016 | $196M | $92M | $104M | 2 | 300 |
| Dec 2016 | $196M | $92M | $104M | 2 | 300 |
| Mar 2016 | $196M | $92M | $104M | 2 | 300 |
| Mar 2015 | $235M | $115M | $120M | 2 | 300 |
| Feb 2015 | $217.5M | $97.2M | $120.3M | 2 | 300 |
| Aug 2014 | $217.5M | $97.2M | $120.3M | 2 | 300 |
| Mar 2014 | $217.5M | $97.2M | $120.3M | 2 | 300 |
| Mar 2014 | $197M | $109M | $88M | 2 | 300 |
| Mar 2013 | $197M | $109M | $88M | 2 | 300 |
| Apr 2012 | $160M | $160M | $0 | 6 | 300 |
| Mar 2012 | $160M | $160M | $0 | 6 | 300 |
| Mar 2011 | $109.5M | $47M | $62.5M | 10 | -- |
| Apr 2009 | $34M | $27M | $7M | 10 | -- |
| Feb 2009 | $34M | $27M | $7M | 10 | -- |
| Jan 2006 | $84.5M | $0 | $84.5M | 5 | -- |
| Oct 2005 | $72.2M | $0 | $72.2M | 5 | -- |
| Jun 2004 | $52.4M | $22.3M | $30.1M | 5 | -- |
DateMar 2025
Total AUM$376.1M
Discretionary$308.2M
Non-Disc.$67.9M
Employees7
Clients0
DateSep 2024
Total AUM$344.3M
Discretionary$284.3M
Non-Disc.$60M
Employees11
Clients1
DateFeb 2024
Total AUM$344.3M
Discretionary$284.3M
Non-Disc.$60M
Employees11
Clients1
DateMar 2023
Total AUM$292M
Discretionary$244.2M
Non-Disc.$47.8M
Employees10
Clients1
DateFeb 2022
Total AUM$339.5M
Discretionary$282.5M
Non-Disc.$57M
Employees11
Clients1
DateAug 2021
Total AUM$291.4M
Discretionary$236.4M
Non-Disc.$55M
Employees14
Clients0
DateMar 2021
Total AUM$291.4M
Discretionary$236.4M
Non-Disc.$55M
Employees14
Clients0
DateJun 2020
Total AUM$251M
Discretionary$192.2M
Non-Disc.$58.7M
Employees14
Clients0
DateFeb 2020
Total AUM$251M
Discretionary$192.2M
Non-Disc.$58.7M
Employees14
Clients0
DateDec 2019
Total AUM$208.9M
Discretionary$158.1M
Non-Disc.$50.8M
Employees12
Clients0
DateMar 2019
Total AUM$208.9M
Discretionary$158.1M
Non-Disc.$50.8M
Employees12
Clients0
DateMar 2018
Total AUM$282.1M
Discretionary$159.9M
Non-Disc.$122.2M
Employees8
Clients513
DateMar 2017
Total AUM$232.1M
Discretionary$122.6M
Non-Disc.$109.6M
Employees8
Clients526
DateDec 2016
Total AUM$196M
Discretionary$92M
Non-Disc.$104M
Employees2
Clients300
DateDec 2016
Total AUM$196M
Discretionary$92M
Non-Disc.$104M
Employees2
Clients300
DateMar 2016
Total AUM$196M
Discretionary$92M
Non-Disc.$104M
Employees2
Clients300
DateMar 2015
Total AUM$235M
Discretionary$115M
Non-Disc.$120M
Employees2
Clients300
DateFeb 2015
Total AUM$217.5M
Discretionary$97.2M
Non-Disc.$120.3M
Employees2
Clients300
DateAug 2014
Total AUM$217.5M
Discretionary$97.2M
Non-Disc.$120.3M
Employees2
Clients300
DateMar 2014
Total AUM$217.5M
Discretionary$97.2M
Non-Disc.$120.3M
Employees2
Clients300
DateMar 2014
Total AUM$197M
Discretionary$109M
Non-Disc.$88M
Employees2
Clients300
DateMar 2013
Total AUM$197M
Discretionary$109M
Non-Disc.$88M
Employees2
Clients300
DateApr 2012
Total AUM$160M
Discretionary$160M
Non-Disc.$0
Employees6
Clients300
DateMar 2012
Total AUM$160M
Discretionary$160M
Non-Disc.$0
Employees6
Clients300
DateMar 2011
Total AUM$109.5M
Discretionary$47M
Non-Disc.$62.5M
Employees10
Clients--
DateApr 2009
Total AUM$34M
Discretionary$27M
Non-Disc.$7M
Employees10
Clients--
DateFeb 2009
Total AUM$34M
Discretionary$27M
Non-Disc.$7M
Employees10
Clients--
DateJan 2006
Total AUM$84.5M
Discretionary$0
Non-Disc.$84.5M
Employees5
Clients--
DateOct 2005
Total AUM$72.2M
Discretionary$0
Non-Disc.$72.2M
Employees5
Clients--
DateJun 2004
Total AUM$52.4M
Discretionary$22.3M
Non-Disc.$30.1M
Employees5
Clients--