Symphony Financial, LTD. Co.

$1.35BAssets under management
as of Aug 2026 · SEC Form ADV
Houston, TX
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Tech stack

No one at Symphony Financial, LTD. Co. has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Symphony Financial, LTD. Co.'s own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
LPL Financial
Per Form ADV · $716M held · filed Aug 2024
Schwab
Per Form ADV · $121M held · filed Aug 2024