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SYMPHONY FINANCIAL, LTD. CO.
CRD 171816 · SEC 801-79989
4295 SAN FELIPE, SUITE 300, HOUSTON, TX, 77027, United States
Phone
281-272-6800
Fax
281-626-1671
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.35B
Discretionary AUM
$1.35B
Team
26 total employees; 23 advisory reps; 15 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-01
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersMULTI FAMILY OFFICE SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1987 | $290.2M |
| High net worth individuals | 836 | $1.02B |
| Charitable organizations | 6 | $5.3M |
| Corporations/business entities | 21 | $37.3M |
States served
AZ, AR, CA, CO, GA, IL, LA, MD, MN, NV, NJ, NM, NC, OH, OR, PA, SC, TN, VA, MO, WA, TX, HI, FL
All web addresses on file
- http://thegreensagegroup.com
- http://shankwm.com
- http://pilotmoney.com
- http://bollichwm.com
- http://apexrm.com
- http://dogwoodca.com
- http://acropoliscp.com
- http://insightwealthmgmt.com
- https://www.facebook.com/SymphonyFinancialLtdCo/
- https://x.com/4sym
- https://www.youtube.com/channel/UC08SlWnfxaksMlW0Mgc-f_w
- https://www.linkedin.com/in/carrburgoyne
- https://www.facebook.com/people/The-Greensage-Group/100064691646524/#
- https://www.linkedin.com/in/dennisrgreensage/
- https://x.com/shankwm
- https://www.linkedin.com/company/shank-wealth-management/
- https://www.facebook.com/shankwm
- https://www.facebook.com/PilotMoney
- https://www.linkedin.com/in/pilotmoney/
- https://x.com/i/flow/login?redirect_after_login=%2Fpilotmoney
- https://www.youtube.com/channel/UCcU6JcwMQrvHAFcOs0D4CJA
- https://www.facebook.com/Dogwoodca/
- https://www.linkedin.com/company/dogwood-capital-advisors/
- https://x.com/AcropolisCP
- https://www.linkedin.com/company/acropolis-capital-partners/
- https://www.linkedin.com/in/michelle-roberts-jd-crpc/
- https://www.linkedin.com/in/tad-boyd-cfp-texas/
- https://arsprivatewealth.com
- https://www.youtube.com/@AcropolisCP
Official SEC filing: View on IAPD