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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 25, 2023
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MEYERHOFF, PAUL, ALAN | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| MEYERHOFF, PAUL, ALAN | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| MEYERHOFF, PAUL, ALAN | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| MEYERHOFF, PAUL, ALAN | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| MEYERHOFF, PAUL, ALAN | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| MEYERHOFF, PAUL, ALAN | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| MEYERHOFF, PAUL, ALAN | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| MEYERHOFF, PAUL, ALAN | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| MEYERHOFF, PAUL, ALAN | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| MEYERHOFF, PAUL, ALAN | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Apr 25, 2023 REGISTERED
Notice Filings (3)
CA OR TX
Address
1784 PICASSO AVENUESUITE D
DAVIS, CA 95618-0551
United States
Phone: 530-758-2885