SYMPHONIC FINANCIAL ADVISORS LLC
CRD #135603 SEC #801-64456 NEW YORK, NY 212-702-3500
SEC Registered Broker-Dealer
Total AUM
$125.2M
Discretionary
$125.2M
Employees
4
Clients
1
Accounts
1,234
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2024 | $125.2M | $125.2M | $0 | 4 | 0 |
| Feb 2024 | $125.2M | $125.2M | $0 | 4 | 0 |
| Jan 2024 | $125.2M | $125.2M | $0 | 4 | 0 |
| Oct 2023 | $133.2M | $133.2M | $0 | 5 | 0 |
| Jan 2023 | $133.2M | $133.2M | $0 | 5 | 0 |
| Nov 2022 | $138.5M | $0 | $138.5M | 5 | 0 |
| Nov 2022 | $138.5M | $0 | $138.5M | 5 | 0 |
| Apr 2022 | $138.5M | $0 | $138.5M | 5 | 0 |
| Feb 2022 | $138.5M | $0 | $138.5M | 5 | 0 |
| Jan 2022 | $138.5M | $0 | $138.5M | 5 | 0 |
| Jan 2022 | $138.5M | $0 | $138.5M | 5 | 0 |
| Dec 2021 | $133.6M | $0 | $133.6M | 5 | 0 |
| Oct 2021 | $133.6M | $0 | $133.6M | 5 | 0 |
| Mar 2021 | $133.6M | $0 | $133.6M | 5 | 0 |
| Jan 2021 | $133.6M | $0 | $133.6M | 5 | 0 |
| Jun 2020 | $132.8M | $0 | $132.8M | 5 | 0 |
| Jun 2020 | $132.8M | $0 | $132.8M | 5 | 0 |
| Feb 2020 | $132.8M | $0 | $132.8M | 5 | 0 |
| Feb 2020 | $132.8M | $0 | $132.8M | 5 | 0 |
| Jan 2020 | $132.8M | $0 | $132.8M | 5 | 0 |
| Apr 2019 | $122.9M | $113.6M | $9.2M | 6 | 0 |
| Feb 2019 | $122.9M | $113.6M | $9.2M | 6 | 0 |
| Feb 2019 | $122.9M | $113.6M | $9.2M | 6 | 0 |
| Aug 2018 | $131.9M | $126.1M | $5.9M | 6 | 0 |
| Jan 2018 | $131.9M | $126.1M | $5.9M | 6 | 0 |
| Jan 2017 | $121.5M | $115.6M | $5.9M | 6 | 900 |
| Jan 2017 | $121.5M | $115.6M | $5.9M | 6 | 900 |
| Jul 2016 | $126M | $123.4M | $2.6M | 29 | 700 |
| May 2016 | $126M | $123.4M | $2.6M | 29 | 700 |
| Mar 2016 | $126M | $123.4M | $2.6M | 29 | 700 |
| Nov 2015 | $127.7M | $125.4M | $2.3M | 32 | 700 |
| Mar 2015 | $127.7M | $125.4M | $2.3M | 32 | 700 |
| Sep 2014 | $121.2M | $118.3M | $2.8M | 32 | 900 |
| Mar 2014 | $121.2M | $118.3M | $2.8M | 32 | 900 |
| Mar 2013 | $96.4M | $96.4M | $0 | 38 | 700 |
| Feb 2013 | $83.4M | $83.4M | $0 | 28 | 800 |
| Oct 2012 | $83.4M | $83.4M | $0 | 11 | 800 |
| Sep 2012 | $83.4M | $83.4M | $0 | 11 | 800 |
| Jul 2012 | $83.4M | $83.4M | $0 | 11 | 800 |
| Mar 2012 | $161.4M | $147.2M | $14.2M | 11 | 800 |
| Jun 2011 | $383M | $380.6M | $2.4M | -- | -- |
| Mar 2011 | $383M | $380.6M | $2.4M | -- | -- |
| Mar 2010 | $71.6M | $69.2M | $2.4M | -- | -- |
| Mar 2010 | $71.6M | $69.2M | $2.4M | -- | -- |
| Apr 2009 | $66.1M | $63.4M | $2.7M | -- | -- |
| Apr 2009 | $66.1M | $63.4M | $2.7M | -- | -- |
| May 2007 | $96.7M | $93.2M | $3.5M | -- | -- |
| Feb 2007 | $96.7M | $93.2M | $3.5M | -- | -- |
| Jan 2007 | $1.9B | $1.8B | $160M | 10 | -- |
| Dec 2006 | $1.9B | $1.8B | $160M | 10 | -- |
| Mar 2006 | $10.7M | $10.6M | $71.9K | 10 | -- |
| Feb 2006 | $10.7M | $10.6M | $71.9K | 10 | -- |
| Jan 2006 | $0 | $0 | $0 | 5 | -- |
| Jan 2006 | $0 | $0 | $0 | 5 | -- |
| Dec 2005 | $0 | $0 | $0 | 5 | -- |
| Nov 2005 | $0 | $0 | $0 | 5 | -- |
| Oct 2005 | $0 | $0 | $0 | 5 | -- |
| Oct 2005 | $0 | $0 | $0 | 5 | -- |
| Jun 2005 | $0 | $0 | $0 | 5 | -- |
DateFeb 2024
Total AUM$125.2M
Discretionary$125.2M
Non-Disc.$0
Employees4
Clients0
DateFeb 2024
Total AUM$125.2M
Discretionary$125.2M
Non-Disc.$0
Employees4
Clients0
DateJan 2024
Total AUM$125.2M
Discretionary$125.2M
Non-Disc.$0
Employees4
Clients0
DateOct 2023
Total AUM$133.2M
Discretionary$133.2M
Non-Disc.$0
Employees5
Clients0
DateJan 2023
Total AUM$133.2M
Discretionary$133.2M
Non-Disc.$0
Employees5
Clients0
DateNov 2022
Total AUM$138.5M
Discretionary$0
Non-Disc.$138.5M
Employees5
Clients0
DateNov 2022
Total AUM$138.5M
Discretionary$0
Non-Disc.$138.5M
Employees5
Clients0
DateApr 2022
Total AUM$138.5M
Discretionary$0
Non-Disc.$138.5M
Employees5
Clients0
DateFeb 2022
Total AUM$138.5M
Discretionary$0
Non-Disc.$138.5M
Employees5
Clients0
DateJan 2022
Total AUM$138.5M
Discretionary$0
Non-Disc.$138.5M
Employees5
Clients0
DateJan 2022
Total AUM$138.5M
Discretionary$0
Non-Disc.$138.5M
Employees5
Clients0
DateDec 2021
Total AUM$133.6M
Discretionary$0
Non-Disc.$133.6M
Employees5
Clients0
DateOct 2021
Total AUM$133.6M
Discretionary$0
Non-Disc.$133.6M
Employees5
Clients0
DateMar 2021
Total AUM$133.6M
Discretionary$0
Non-Disc.$133.6M
Employees5
Clients0
DateJan 2021
Total AUM$133.6M
Discretionary$0
Non-Disc.$133.6M
Employees5
Clients0
DateJun 2020
Total AUM$132.8M
Discretionary$0
Non-Disc.$132.8M
Employees5
Clients0
DateJun 2020
Total AUM$132.8M
Discretionary$0
Non-Disc.$132.8M
Employees5
Clients0
DateFeb 2020
Total AUM$132.8M
Discretionary$0
Non-Disc.$132.8M
Employees5
Clients0
DateFeb 2020
Total AUM$132.8M
Discretionary$0
Non-Disc.$132.8M
Employees5
Clients0
DateJan 2020
Total AUM$132.8M
Discretionary$0
Non-Disc.$132.8M
Employees5
Clients0
DateApr 2019
Total AUM$122.9M
Discretionary$113.6M
Non-Disc.$9.2M
Employees6
Clients0
DateFeb 2019
Total AUM$122.9M
Discretionary$113.6M
Non-Disc.$9.2M
Employees6
Clients0
DateFeb 2019
Total AUM$122.9M
Discretionary$113.6M
Non-Disc.$9.2M
Employees6
Clients0
DateAug 2018
Total AUM$131.9M
Discretionary$126.1M
Non-Disc.$5.9M
Employees6
Clients0
DateJan 2018
Total AUM$131.9M
Discretionary$126.1M
Non-Disc.$5.9M
Employees6
Clients0
DateJan 2017
Total AUM$121.5M
Discretionary$115.6M
Non-Disc.$5.9M
Employees6
Clients900
DateJan 2017
Total AUM$121.5M
Discretionary$115.6M
Non-Disc.$5.9M
Employees6
Clients900
DateJul 2016
Total AUM$126M
Discretionary$123.4M
Non-Disc.$2.6M
Employees29
Clients700
DateMay 2016
Total AUM$126M
Discretionary$123.4M
Non-Disc.$2.6M
Employees29
Clients700
DateMar 2016
Total AUM$126M
Discretionary$123.4M
Non-Disc.$2.6M
Employees29
Clients700
DateNov 2015
Total AUM$127.7M
Discretionary$125.4M
Non-Disc.$2.3M
Employees32
Clients700
DateMar 2015
Total AUM$127.7M
Discretionary$125.4M
Non-Disc.$2.3M
Employees32
Clients700
DateSep 2014
Total AUM$121.2M
Discretionary$118.3M
Non-Disc.$2.8M
Employees32
Clients900
DateMar 2014
Total AUM$121.2M
Discretionary$118.3M
Non-Disc.$2.8M
Employees32
Clients900
DateMar 2013
Total AUM$96.4M
Discretionary$96.4M
Non-Disc.$0
Employees38
Clients700
DateFeb 2013
Total AUM$83.4M
Discretionary$83.4M
Non-Disc.$0
Employees28
Clients800
DateOct 2012
Total AUM$83.4M
Discretionary$83.4M
Non-Disc.$0
Employees11
Clients800
DateSep 2012
Total AUM$83.4M
Discretionary$83.4M
Non-Disc.$0
Employees11
Clients800
DateJul 2012
Total AUM$83.4M
Discretionary$83.4M
Non-Disc.$0
Employees11
Clients800
DateMar 2012
Total AUM$161.4M
Discretionary$147.2M
Non-Disc.$14.2M
Employees11
Clients800
DateJun 2011
Total AUM$383M
Discretionary$380.6M
Non-Disc.$2.4M
Employees--
Clients--
DateMar 2011
Total AUM$383M
Discretionary$380.6M
Non-Disc.$2.4M
Employees--
Clients--
DateMar 2010
Total AUM$71.6M
Discretionary$69.2M
Non-Disc.$2.4M
Employees--
Clients--
DateMar 2010
Total AUM$71.6M
Discretionary$69.2M
Non-Disc.$2.4M
Employees--
Clients--
DateApr 2009
Total AUM$66.1M
Discretionary$63.4M
Non-Disc.$2.7M
Employees--
Clients--
DateApr 2009
Total AUM$66.1M
Discretionary$63.4M
Non-Disc.$2.7M
Employees--
Clients--
DateMay 2007
Total AUM$96.7M
Discretionary$93.2M
Non-Disc.$3.5M
Employees--
Clients--
DateFeb 2007
Total AUM$96.7M
Discretionary$93.2M
Non-Disc.$3.5M
Employees--
Clients--
DateJan 2007
Total AUM$1.9B
Discretionary$1.8B
Non-Disc.$160M
Employees10
Clients--
DateDec 2006
Total AUM$1.9B
Discretionary$1.8B
Non-Disc.$160M
Employees10
Clients--
DateMar 2006
Total AUM$10.7M
Discretionary$10.6M
Non-Disc.$71.9K
Employees10
Clients--
DateFeb 2006
Total AUM$10.7M
Discretionary$10.6M
Non-Disc.$71.9K
Employees10
Clients--
DateJan 2006
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateJan 2006
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateDec 2005
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateNov 2005
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateOct 2005
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateOct 2005
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateJun 2005
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--