Symphony Retirement Partners LLC

RIAState Registered

Total AUM

$39.2M

Discretionary

$39.2M

100% of AUM

Avg account

$413K

Accounts

Employees

Advisory reps

Firm details

Headquarters: Round Rock, Texas
CRD number: 300990
Website: www.symphonyretirement.com
Custodians: SEI INVESTMENTS DISTRIBUTION CO., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI60.85%
Individuals31.72%
Pension & Profit Sharing Plans7.43%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Symphony Retirement Partners LLC is an independent, owner-operated advisory firm organized as an LLC that focuses on financial planning and portfolio management for individuals, families, small businesses and institutional clients. The firm offers a mix of fee models (percentage of AUM and fixed fees) and provides retirement- and plan-related services that include financial planning, portfolio management, pension consulting and selection of other advisers. Symphony also operates as an insurance broker and describes itself as a capital allocator that places client assets with external managers rather than relying solely on in-house product. Symphony is state-registered in New York, Oregon and Texas. The firm does not identify ESG investing as an active priority.