SYMPHONY FINANCIAL SERVICES, INC.

AKRON, Ohio·3 registered advisors·CRD# 125058
SEC# 801-633001330-434-2000
01

Firm Overview

AUM
$344M
Regulatory assets under management
Employees
11
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

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

Specialties

Financial PlanningInvestment Management
04

Advisors at SYMPHONY FINANCIAL SERVICES, INC.

3 registered advisors
Craig Michael Small
AKRON, Ohio
John Y Kim
AKRON, Ohio
Rosalie Jean Canfield
AKRON, Ohio
05

Office Locations

AKRON, Ohio
3 advisors

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Data sourced from SEC Form ADV filings. SYMPHONY FINANCIAL SERVICES, INC. (CRD# 125058) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.