SYMPHONY FINANCIAL, LTD. CO.
CRD #171816 SEC #801-79989 HOUSTON, TX 281-272-6800
SEC Registered
Total AUM
$1.1B
Discretionary
$1.1B
Employees
36
Clients
10
Accounts
3,324
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1.1B | $1.1B | $0 | 36 | 50 |
| Aug 2024 | $861M | $861M | $0 | 34 | 0 |
| Jul 2024 | $861M | $861M | $0 | 34 | 0 |
| Apr 2024 | $861M | $861M | $0 | 34 | 0 |
| Mar 2024 | $861M | $861M | $0 | 34 | 0 |
| Mar 2024 | $861M | $861M | $0 | 34 | 0 |
| Feb 2024 | $774.5M | $774.5M | $0 | 34 | 0 |
| Jan 2024 | $616.4M | $616.4M | $0 | 34 | 0 |
| Oct 2023 | $616.4M | $616.4M | $0 | 34 | 0 |
| Aug 2023 | $616.4M | $616.4M | $0 | 34 | 0 |
| May 2023 | $616.4M | $616.4M | $0 | 34 | 0 |
| May 2023 | $616.4M | $616.4M | $0 | 34 | 0 |
| Feb 2023 | $616.4M | $616.4M | $0 | 34 | 0 |
| Oct 2022 | $565.4M | $565.4M | $0 | 29 | 0 |
| Sep 2022 | $565.4M | $565.4M | $0 | 29 | 0 |
| Mar 2022 | $565.4M | $565.4M | $0 | 29 | 0 |
| Feb 2022 | $565.4M | $565.4M | $0 | 29 | 0 |
| Feb 2022 | $453M | $453M | $0 | 28 | 0 |
| Oct 2021 | $453M | $453M | $0 | 28 | 0 |
| Oct 2021 | $453M | $453M | $0 | 28 | 0 |
| Mar 2021 | $453M | $453M | $0 | 28 | 0 |
| Mar 2021 | $453M | $453M | $0 | 28 | 0 |
| Jan 2021 | $453M | $453M | $0 | 28 | 0 |
| Jun 2020 | $327.6M | $327.6M | $0 | 18 | 0 |
| Jun 2020 | $327.6M | $327.6M | $0 | 18 | 0 |
| May 2020 | $327.6M | $327.6M | $0 | 18 | 0 |
| Jan 2020 | $327.6M | $327.6M | $0 | 18 | 0 |
| Dec 2019 | $241.5M | $241.5M | $0 | 18 | 0 |
| Oct 2019 | $241.5M | $241.5M | $0 | 18 | 0 |
| Apr 2019 | $241.5M | $241.5M | $0 | 18 | 0 |
| Jan 2019 | $241.5M | $241.5M | $0 | 18 | 0 |
| Jan 2019 | $241.5M | $241.5M | $0 | 18 | 0 |
| Aug 2018 | $222.6M | $222.6M | $0 | 20 | 0 |
| Jul 2018 | $222.6M | $222.6M | $0 | 20 | 0 |
| Jun 2018 | $222.6M | $222.6M | $0 | 20 | 0 |
| Feb 2018 | $222.6M | $222.6M | $0 | 20 | 0 |
| Aug 2017 | $160.5M | $160.5M | $0 | 24 | 200 |
| Aug 2017 | $160.5M | $160.5M | $0 | 24 | 200 |
| Jun 2017 | $160.5M | $160.5M | $0 | 24 | 200 |
| Feb 2017 | $160.5M | $160.5M | $0 | 23 | 200 |
| Feb 2017 | $160.5M | $160.5M | $0 | 23 | 200 |
| Aug 2016 | $136.1M | $136.1M | $0 | 23 | 600 |
| Mar 2016 | $136.1M | $136.1M | $0 | 23 | 600 |
| Nov 2015 | $150.7M | $150.7M | $0 | 19 | 300 |
| May 2015 | $150.7M | $150.7M | $0 | 19 | 300 |
| Jan 2015 | $150.7M | $150.7M | $0 | 19 | 300 |
| Oct 2014 | $135.9M | $135.9M | $0 | 18 | 246 |
| Oct 2014 | $75M | $75M | $0 | 18 | 0 |
DateMar 2025
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees36
Clients50
DateAug 2024
Total AUM$861M
Discretionary$861M
Non-Disc.$0
Employees34
Clients0
DateJul 2024
Total AUM$861M
Discretionary$861M
Non-Disc.$0
Employees34
Clients0
DateApr 2024
Total AUM$861M
Discretionary$861M
Non-Disc.$0
Employees34
Clients0
DateMar 2024
Total AUM$861M
Discretionary$861M
Non-Disc.$0
Employees34
Clients0
DateMar 2024
Total AUM$861M
Discretionary$861M
Non-Disc.$0
Employees34
Clients0
DateFeb 2024
Total AUM$774.5M
Discretionary$774.5M
Non-Disc.$0
Employees34
Clients0
DateJan 2024
Total AUM$616.4M
Discretionary$616.4M
Non-Disc.$0
Employees34
Clients0
DateOct 2023
Total AUM$616.4M
Discretionary$616.4M
Non-Disc.$0
Employees34
Clients0
DateAug 2023
Total AUM$616.4M
Discretionary$616.4M
Non-Disc.$0
Employees34
Clients0
DateMay 2023
Total AUM$616.4M
Discretionary$616.4M
Non-Disc.$0
Employees34
Clients0
DateMay 2023
Total AUM$616.4M
Discretionary$616.4M
Non-Disc.$0
Employees34
Clients0
DateFeb 2023
Total AUM$616.4M
Discretionary$616.4M
Non-Disc.$0
Employees34
Clients0
DateOct 2022
Total AUM$565.4M
Discretionary$565.4M
Non-Disc.$0
Employees29
Clients0
DateSep 2022
Total AUM$565.4M
Discretionary$565.4M
Non-Disc.$0
Employees29
Clients0
DateMar 2022
Total AUM$565.4M
Discretionary$565.4M
Non-Disc.$0
Employees29
Clients0
DateFeb 2022
Total AUM$565.4M
Discretionary$565.4M
Non-Disc.$0
Employees29
Clients0
DateFeb 2022
Total AUM$453M
Discretionary$453M
Non-Disc.$0
Employees28
Clients0
DateOct 2021
Total AUM$453M
Discretionary$453M
Non-Disc.$0
Employees28
Clients0
DateOct 2021
Total AUM$453M
Discretionary$453M
Non-Disc.$0
Employees28
Clients0
DateMar 2021
Total AUM$453M
Discretionary$453M
Non-Disc.$0
Employees28
Clients0
DateMar 2021
Total AUM$453M
Discretionary$453M
Non-Disc.$0
Employees28
Clients0
DateJan 2021
Total AUM$453M
Discretionary$453M
Non-Disc.$0
Employees28
Clients0
DateJun 2020
Total AUM$327.6M
Discretionary$327.6M
Non-Disc.$0
Employees18
Clients0
DateJun 2020
Total AUM$327.6M
Discretionary$327.6M
Non-Disc.$0
Employees18
Clients0
DateMay 2020
Total AUM$327.6M
Discretionary$327.6M
Non-Disc.$0
Employees18
Clients0
DateJan 2020
Total AUM$327.6M
Discretionary$327.6M
Non-Disc.$0
Employees18
Clients0
DateDec 2019
Total AUM$241.5M
Discretionary$241.5M
Non-Disc.$0
Employees18
Clients0
DateOct 2019
Total AUM$241.5M
Discretionary$241.5M
Non-Disc.$0
Employees18
Clients0
DateApr 2019
Total AUM$241.5M
Discretionary$241.5M
Non-Disc.$0
Employees18
Clients0
DateJan 2019
Total AUM$241.5M
Discretionary$241.5M
Non-Disc.$0
Employees18
Clients0
DateJan 2019
Total AUM$241.5M
Discretionary$241.5M
Non-Disc.$0
Employees18
Clients0
DateAug 2018
Total AUM$222.6M
Discretionary$222.6M
Non-Disc.$0
Employees20
Clients0
DateJul 2018
Total AUM$222.6M
Discretionary$222.6M
Non-Disc.$0
Employees20
Clients0
DateJun 2018
Total AUM$222.6M
Discretionary$222.6M
Non-Disc.$0
Employees20
Clients0
DateFeb 2018
Total AUM$222.6M
Discretionary$222.6M
Non-Disc.$0
Employees20
Clients0
DateAug 2017
Total AUM$160.5M
Discretionary$160.5M
Non-Disc.$0
Employees24
Clients200
DateAug 2017
Total AUM$160.5M
Discretionary$160.5M
Non-Disc.$0
Employees24
Clients200
DateJun 2017
Total AUM$160.5M
Discretionary$160.5M
Non-Disc.$0
Employees24
Clients200
DateFeb 2017
Total AUM$160.5M
Discretionary$160.5M
Non-Disc.$0
Employees23
Clients200
DateFeb 2017
Total AUM$160.5M
Discretionary$160.5M
Non-Disc.$0
Employees23
Clients200
DateAug 2016
Total AUM$136.1M
Discretionary$136.1M
Non-Disc.$0
Employees23
Clients600
DateMar 2016
Total AUM$136.1M
Discretionary$136.1M
Non-Disc.$0
Employees23
Clients600
DateNov 2015
Total AUM$150.7M
Discretionary$150.7M
Non-Disc.$0
Employees19
Clients300
DateMay 2015
Total AUM$150.7M
Discretionary$150.7M
Non-Disc.$0
Employees19
Clients300
DateJan 2015
Total AUM$150.7M
Discretionary$150.7M
Non-Disc.$0
Employees19
Clients300
DateOct 2014
Total AUM$135.9M
Discretionary$135.9M
Non-Disc.$0
Employees18
Clients246
DateOct 2014
Total AUM$75M
Discretionary$75M
Non-Disc.$0
Employees18
Clients0