Symphony Financial Services, Inc.

$428.7MAssets under management
as of Feb 2026 · SEC Form ADV
Akron, OH
Visit websiteLinkedIn
10 people on Advicer connected to this.

Tech stack

No one at Symphony Financial Services, Inc. has shared their stack yet. Work here? Add the tools you use. 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 · $282M held · filed Sep 2024
Voya Financial
Per Form ADV · $41M held · filed Sep 2024