SYMPHONIC FINANCIAL ADVISORS LLC
  • SYMPHONIC FINANCIAL ADVISORS LLC
  • PARTHENON INVESTMENT MANAGEMENT LLC
  • SYMPONIC FINANCIAL ADVISORS LLC

Adviser Profile

As of Date 05/23/2024
Registration status Terminated
ADV Location NEW YORK, NY, United States
Contact Info 212 xxxxxxx
Websites
AUM* 125,189,685 -6%
of that, discretionary 125,189,685 -6%
Number of Employees 4 -20%
of those in investment advisory functions 4
Private Fund GAV* 0
Avg Account Size 101,450 -39%
% High Net Worth 0.73% -16%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm
- Related adviser

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

139M 119M 99M 79M 59M 40M 20M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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