Symphony Financial Services, Inc.
Symphony Financial Services, Inc. is an SEC-registered mass-market adviser in Akron, OH with $428.7M assets under management (AUM, regulatory AUM), +14% over one year. See who owns Symphony Financial Services, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 125058, SEC 801-63300, data through 2026-02-25.
- AUM (assets under management / regulatory AUM)
- $428.7M (2026-02-25)
- Firm type
- Mass-Market Adviser
- Location
- Akron, OH
- Employees
- 7
- Clients
- 640
- CRD
- 125058
- Ownership
- KIM, JOHN, Y; CANFIELD, ROSALIE, JEAN; SMALL, CRAIG, MICHAEL
How much AUM does Symphony Financial Services, Inc. have?
Symphony Financial Services, Inc. reported $428.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-25).
Who owns Symphony Financial Services, Inc.?
Disclosed owners and executives of Symphony Financial Services, Inc. include KIM, JOHN, Y, CANFIELD, ROSALIE, JEAN, SMALL, CRAIG, MICHAEL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.