SYMPHONY FINANCIAL PLANNING LLC
CRD #137885 SEC #801-113617 DAVIS, CA 530-758-2885
SEC Registered
Total AUM
$188.5M
Discretionary
$186.2M
Employees
7
Clients
251
Accounts
535
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2023 | $188.5M | $186.2M | $2.4M | 7 | 128 |
| Mar 2023 | $188.5M | $186.2M | $2.4M | 7 | 128 |
| Mar 2022 | $186.8M | $184.3M | $2.5M | 7 | 173 |
| Mar 2021 | $167.9M | $165.8M | $2.1M | 7 | 158 |
| Jun 2020 | $151.6M | $150M | $1.6M | 5 | 286 |
| Jun 2020 | $151.6M | $150M | $1.6M | 5 | 286 |
| Mar 2020 | $151.6M | $150M | $1.6M | 5 | 286 |
| Mar 2019 | $127.8M | $126.5M | $1.3M | 7 | 160 |
| Dec 2018 | $118.5M | $117.4M | $1.1M | 5 | 115 |
| Jun 2018 | $118.5M | $117.4M | $1.1M | 3 | 115 |
DateApr 2023
Total AUM$188.5M
Discretionary$186.2M
Non-Disc.$2.4M
Employees7
Clients128
DateMar 2023
Total AUM$188.5M
Discretionary$186.2M
Non-Disc.$2.4M
Employees7
Clients128
DateMar 2022
Total AUM$186.8M
Discretionary$184.3M
Non-Disc.$2.5M
Employees7
Clients173
DateMar 2021
Total AUM$167.9M
Discretionary$165.8M
Non-Disc.$2.1M
Employees7
Clients158
DateJun 2020
Total AUM$151.6M
Discretionary$150M
Non-Disc.$1.6M
Employees5
Clients286
DateJun 2020
Total AUM$151.6M
Discretionary$150M
Non-Disc.$1.6M
Employees5
Clients286
DateMar 2020
Total AUM$151.6M
Discretionary$150M
Non-Disc.$1.6M
Employees5
Clients286
DateMar 2019
Total AUM$127.8M
Discretionary$126.5M
Non-Disc.$1.3M
Employees7
Clients160
DateDec 2018
Total AUM$118.5M
Discretionary$117.4M
Non-Disc.$1.1M
Employees5
Clients115
DateJun 2018
Total AUM$118.5M
Discretionary$117.4M
Non-Disc.$1.1M
Employees3
Clients115