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SYMPHONIC FINANCIAL ADVISORS LLC
SYMPHONIC FINANCIAL ADVISORS LLC
NEW YORK, New York
·
2 registered advisors
·
CRD# 135603
SEC# 801-64456
12
212-702-3500
01
Firm Overview
AUM
$125M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at SYMPHONIC FINANCIAL ADVISORS LLC
2 registered advisors
Dean Thomas Russell
NEW YORK, New York
CRD# 1396060
Don James Andrews
NEW YORK, New York
CRD# 2406739
05
Office Locations
NEW YORK, New York
2 advisors
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Data sourced from SEC Form ADV filings. SYMPHONIC FINANCIAL ADVISORS LLC (CRD# 135603) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.