SYMPHONY FINANCIAL, LTD. CO.

HOUSTON, Texas·3 registered advisors·CRD# 171816
SEC# 801-799895281-272-6800
01

Firm Overview

AUM
$861M
Regulatory assets under management
Employees
34
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at SYMPHONY FINANCIAL, LTD. CO.

3 registered advisors
Amber Rene Walker
HOUSTON, Texas
David Alan Moeller
HOUSTON, Texas
Wallace Carr Burgoyne
HOUSTON, Texas
CFP
05

Office Locations

HOUSTON, Texas
3 advisors

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Data sourced from SEC Form ADV filings. SYMPHONY FINANCIAL, LTD. CO. (CRD# 171816) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.