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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 27, 2025
- Branch Offices
- 5
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MOELLER, DAVID, ALAN | I | CHIEF INVESTMENT OFFICER | NA | |
| MOELLER, DAVID, ALAN | I | CHIEF INVESTMENT OFFICER | NA | |
| MOELLER, DAVID, ALAN | I | CHIEF INVESTMENT OFFICER | NA | |
| MOELLER, DAVID, ALAN | I | CHIEF INVESTMENT OFFICER | NA | |
| MOELLER, DAVID, ALAN | I | CHIEF INVESTMENT OFFICER | NA | |
| MOELLER, DAVID, ALAN | I | CHIEF INVESTMENT OFFICER | NA | |
| MOELLER, DAVID, ALAN | I | CHIEF INVESTMENT OFFICER | NA | |
| MOELLER, DAVID, ALAN | I | CHIEF INVESTMENT OFFICER | NA | |
| MOELLER, DAVID, ALAN | I | CHIEF INVESTMENT OFFICER | NA | |
| MOELLER, DAVID, ALAN | I | CHIEF INVESTMENT OFFICER | NA | |
| MOELLER, DAVID, ALAN | I | CHIEF INVESTMENT OFFICER | NA | |
| MOELLER, DAVID, ALAN | I | CHIEF INVESTMENT OFFICER | NA | |
| MOELLER, DAVID, ALAN | I | CHIEF INVESTMENT OFFICER | NA | |
| MOELLER, DAVID, ALAN | I | CHIEF INVESTMENT OFFICER | NA | |
| MOELLER, DAVID, ALAN | I | CHIEF INVESTMENT OFFICER | NA | |
| MOELLER, DAVID, ALAN | I | CHIEF INVESTMENT OFFICER | NA | |
| MOELLER, DAVID, ALAN | I | CHIEF INVESTMENT OFFICER | NA | |
| MOELLER, DAVID, ALAN | I | CHIEF INVESTMENT OFFICER | NA | |
| MOELLER, DAVID, ALAN | I | CHIEF INVESTMENT OFFICER | NA | |
| MOELLER, DAVID, ALAN | I | CHIEF INVESTMENT OFFICER | NA | |
| MOELLER, DAVID, ALAN | I | CHIEF INVESTMENT OFFICER | NA | |
| MOELLER, DAVID, ALAN | I | CHIEF INVESTMENT OFFICER | NA | |
| MOELLER, DAVID, ALAN | I | CHIEF INVESTMENT OFFICER | NA | |
| MOELLER, DAVID, ALAN | I | CHIEF INVESTMENT OFFICER | NA | |
| MOELLER, DAVID, ALAN | I | CHIEF INVESTMENT OFFICER | NA | |
| MOELLER, DAVID, ALAN | I | CHIEF INVESTMENT OFFICER | NA | |
| MOELLER, DAVID, ALAN | I | CHIEF INVESTMENT OFFICER | NA | |
| MOELLER, DAVID, ALAN | I | CHIEF INVESTMENT OFFICER | NA | |
| MOELLER, DAVID, ALAN | I | CHIEF INVESTMENT OFFICER | NA | |
| MOELLER, DAVID, ALAN | I | CHIEF INVESTMENT OFFICER | NA | |
| MOELLER, DAVID, ALAN | I | CHIEF INVESTMENT OFFICER | NA | |
| MOELLER, DAVID, ALAN | I | CHIEF INVESTMENT OFFICER | NA | |
| MOELLER, DAVID, ALAN | I | CHIEF INVESTMENT OFFICER | NA | |
| MOELLER, DAVID, ALAN | I | CHIEF INVESTMENT OFFICER | NA | |
| MOELLER, DAVID, ALAN | I | CHIEF INVESTMENT OFFICER | NA | |
| MOELLER, DAVID, ALAN | I | CHIEF INVESTMENT OFFICER | NA | |
| MOELLER, DAVID, ALAN | I | CHIEF INVESTMENT OFFICER | NA | |
| WALKER, AMBER, RENE | I | CHIEF OPERATING OFFICER | NA | Control |
| WALKER, AMBER, RENE | I | CHIEF OPERATING OFFICER | NA | Control |
| WALKER, AMBER, RENE | I | CHIEF OPERATING OFFICER | NA | Control |
| WALKER, AMBER, RENE | I | CHIEF OPERATING OFFICER | NA | Control |
| WALKER, AMBER, RENE | I | CHIEF OPERATING OFFICER | NA | Control |
| WALKER, AMBER, RENE | I | CHIEF OPERATING OFFICER | NA | Control |
| WALKER, AMBER, RENE | I | CHIEF OPERATING OFFICER | NA | Control |
| WALKER, AMBER, RENE | I | CHIEF OPERATING OFFICER | NA | Control |
| WALKER, AMBER, RENE | I | CHIEF OPERATING OFFICER | NA | Control |
| WALKER, AMBER, RENE | I | CHIEF OPERATING OFFICER | NA | Control |
| WALKER, AMBER, RENE | I | CHIEF OPERATING OFFICER | NA | Control |
| WALKER, AMBER, RENE | I | CHIEF OPERATING OFFICER | NA | Control |
| WALKER, AMBER, RENE | I | CHIEF OPERATING OFFICER | NA | Control |
| WALKER, AMBER, RENE | I | CHIEF OPERATING OFFICER | NA | Control |
| WALKER, AMBER, RENE | I | CHIEF OPERATING OFFICER | NA | Control |
| WALKER, AMBER, RENE | I | CHIEF OPERATING OFFICER | NA | Control |
| WALKER, AMBER, RENE | I | CHIEF OPERATING OFFICER | NA | Control |
| WALKER, AMBER, RENE | I | CHIEF OPERATING OFFICER | NA | Control |
| WALKER, AMBER, RENE | I | CHIEF OPERATING OFFICER | NA | Control |
| WALKER, AMBER, RENE | I | CHIEF OPERATING OFFICER | NA | Control |
| WALKER, AMBER, RENE | I | CHIEF OPERATING OFFICER | NA | Control |
| WALKER, AMBER, RENE | I | CHIEF OPERATING OFFICER | NA | Control |
| WALKER, AMBER, RENE | I | CHIEF OPERATING OFFICER | NA | Control |
| WALKER, AMBER, RENE | I | CHIEF OPERATING OFFICER | NA | Control |
| WALKER, AMBER, RENE | I | CHIEF OPERATING OFFICER | NA | Control |
| WALKER, AMBER, RENE | I | CHIEF OPERATING OFFICER | NA | Control |
| WALKER, AMBER, RENE | I | CHIEF OPERATING OFFICER | NA | Control |
| WALKER, AMBER, RENE | I | CHIEF OPERATING OFFICER | NA | Control |
| WALKER, AMBER, RENE | I | CHIEF OPERATING OFFICER | NA | Control |
| WALKER, AMBER, RENE | I | CHIEF OPERATING OFFICER | NA | Control |
| WALKER, AMBER, RENE | I | CHIEF OPERATING OFFICER | NA | Control |
| WALKER, AMBER, RENE | I | CHIEF OPERATING OFFICER | NA | Control |
| WALKER, AMBER, RENE | I | CHIEF OPERATING OFFICER | NA | Control |
| WALKER, AMBER, RENE | I | CHIEF OPERATING OFFICER | NA | Control |
| WALKER, AMBER, RENE | I | CHIEF OPERATING OFFICER | NA | Control |
| WALKER, AMBER, RENE | I | CHIEF OPERATING OFFICER | NA | Control |
| WALKER, AMBER, RENE | I | CHIEF OPERATING OFFICER | NA | Control |
| BURGOYNE, WALLACE, CARR | I | PRESIDENT, MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BURGOYNE, WALLACE, CARR | I | PRESIDENT, MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BURGOYNE, WALLACE, CARR | I | PRESIDENT, MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BURGOYNE, WALLACE, CARR | I | PRESIDENT, MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BURGOYNE, WALLACE, CARR | I | PRESIDENT, MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BURGOYNE, WALLACE, CARR | I | PRESIDENT, MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BURGOYNE, WALLACE, CARR | I | PRESIDENT, MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BURGOYNE, WALLACE, CARR | I | PRESIDENT, MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BURGOYNE, WALLACE, CARR | I | PRESIDENT, MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BURGOYNE, WALLACE, CARR | I | PRESIDENT, MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BURGOYNE, WALLACE, CARR | I | PRESIDENT, MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BURGOYNE, WALLACE, CARR | I | PRESIDENT, MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BURGOYNE, WALLACE, CARR | I | PRESIDENT, MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BURGOYNE, WALLACE, CARR | I | PRESIDENT, MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BURGOYNE, WALLACE, CARR | I | PRESIDENT, MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BURGOYNE, WALLACE, CARR | I | PRESIDENT, MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BURGOYNE, WALLACE, CARR | I | PRESIDENT, MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BURGOYNE, WALLACE, CARR | I | PRESIDENT, MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BURGOYNE, WALLACE, CARR | I | PRESIDENT, MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BURGOYNE, WALLACE, CARR | I | PRESIDENT, MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BURGOYNE, WALLACE, CARR | I | PRESIDENT, MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BURGOYNE, WALLACE, CARR | I | PRESIDENT, MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BURGOYNE, WALLACE, CARR | I | PRESIDENT, MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BURGOYNE, WALLACE, CARR | I | PRESIDENT, MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BURGOYNE, WALLACE, CARR | I | PRESIDENT, MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BURGOYNE, WALLACE, CARR | I | PRESIDENT, MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BURGOYNE, WALLACE, CARR | I | PRESIDENT, MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BURGOYNE, WALLACE, CARR | I | PRESIDENT, MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BURGOYNE, WALLACE, CARR | I | PRESIDENT, MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BURGOYNE, WALLACE, CARR | I | PRESIDENT, MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BURGOYNE, WALLACE, CARR | I | PRESIDENT, MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BURGOYNE, WALLACE, CARR | I | PRESIDENT, MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BURGOYNE, WALLACE, CARR | I | PRESIDENT, MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BURGOYNE, WALLACE, CARR | I | PRESIDENT, MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BURGOYNE, WALLACE, CARR | I | PRESIDENT, MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BURGOYNE, WALLACE, CARR | I | PRESIDENT, MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BURGOYNE, WALLACE, CARR | I | PRESIDENT, MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BURGOYNE, WALLACE, CARR | I | PRESIDENT, MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BURGOYNE, WALLACE, CARR | I | PRESIDENT, MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BURGOYNE, WALLACE, CARR | I | PRESIDENT, MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BURGOYNE, WALLACE, CARR | I | PRESIDENT, MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BURGOYNE, WALLACE, CARR | I | PRESIDENT, MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BURGOYNE, WALLACE, CARR | I | PRESIDENT, MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BURGOYNE, WALLACE, CARR | I | PRESIDENT, MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BURGOYNE, WALLACE, CARR | I | PRESIDENT, MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BURGOYNE, WALLACE, CARR | I | PRESIDENT, MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BURGOYNE, WALLACE, CARR | I | PRESIDENT, MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BURGOYNE, WALLACE, CARR | I | PRESIDENT, MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BURGOYNE, WALLACE, CARR | I | PRESIDENT, MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BURGOYNE, WALLACE, CARR | I | PRESIDENT, MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BURGOYNE, WALLACE, CARR | I | PRESIDENT, MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BURGOYNE, WALLACE, CARR | I | PRESIDENT, MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BURGOYNE, WALLACE, CARR | I | PRESIDENT, MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BURGOYNE, WALLACE, CARR | I | PRESIDENT, MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BURGOYNE, WALLACE, CARR | I | PRESIDENT, MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BURGOYNE, WALLACE, CARR | I | PRESIDENT, MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Mar 27, 2025 REGISTERED
Notice Filings (25)
AR AZ CA CO FL GA HI IL LA MD MN MO NC NE NH NM NV OH OR PA SC TN TX VA WA
Address
4295 SAN FELIPESUITE 300
HOUSTON, TX 77027
United States
Phone: 281-272-6800